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Shelton Capital Management’s Intuitive Surgical ISRG Stock Holding History

Shelton Capital Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-900
Closed -$222K – 849
2021
Q1 		$222K Hold
900
– – 0.01% 717
2020
Q4 		$245K Hold
900
– – 0.01% 584
2020
Q3 		$213K Buy
+900
New +$202K 0.01% 663
2020
Q2 		– Sell
-42,378
Closed -$7M – 698
2020
Q1 		$7M Buy
+42,378
New +$7.76M 0.51% 41

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Shelton Capital Management's ISRG Position: Q2 2026 in Review

Shelton Capital Management increased its Intuitive Surgical (ISRG) stake by 8% in Q2 2026, buying an estimated $2.2M and bringing the position to 68,408 shares worth $27.2M. The position accounts for 0.5% of the portfolio, ranked #40.

Shelton Capital Management first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.4M in Q4 2024. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Shelton Capital Management held 68,408 shares of Intuitive Surgical worth $27.2M as of Q2 2026.
  • Shelton Capital Management bought 5,046 Intuitive Surgical shares in Q2 2026, an estimated $2.2M.
  • Intuitive Surgical made up 0.5% of Shelton Capital Management's portfolio in Q2 2026, its #40 holding.
  • Shelton Capital Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's Intuitive Surgical position peaked at $38.4M in Q4 2024.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.