SMA Capital’s Intuitive Surgical ISRG Stock Holding History

SMA Capital’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
2026 Q2	$30.6K	Buy	77 +32	+71%	+$14K	0.01%	77
2026 Q1	$20.7K	Buy	+45	New	+$22.8K	0.01%	57

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SMA Capital's ISRG Position: Q2 2026 in Review

SMA Capital increased its Intuitive Surgical (ISRG) stake by 71% in Q2 2026, buying an estimated $14K and bringing the position to 77 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #77.

SMA Capital first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. 2,233 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

SMA Capital held 77 shares of Intuitive Surgical worth $30.6K as of Q2 2026.
SMA Capital bought 32 Intuitive Surgical shares in Q2 2026, an estimated $14K.
Intuitive Surgical made up 0.01% of SMA Capital's portfolio in Q2 2026, its #77 holding.
SMA Capital first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
2,233 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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