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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shelton Capital Management's ISRG Position: Q1 2026 in Review

Shelton Capital Management reduced its Intuitive Surgical (ISRG) stake by 2% in Q1 2026, selling an estimated $667K and leaving 63,362 shares worth $29.2M. The position accounts for 0.64% of the portfolio, ranked #26.

Shelton Capital Management first reported a position in ISRG in Q2 2013 and has held it in 51 quarters since. The position peaked at $38.4M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Shelton Capital Management held 63,362 shares of Intuitive Surgical worth $29.2M as of Q1 2026.
  • Shelton Capital Management sold 1,319 Intuitive Surgical shares in Q1 2026, an estimated $667K.
  • Intuitive Surgical made up 0.64% of Shelton Capital Management's portfolio in Q1 2026, its #26 holding.
  • Shelton Capital Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 51 quarters since.
  • Shelton Capital Management's Intuitive Surgical position peaked at $38.4M in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.