Stevens Capital Management’s Intuitive Surgical ISRG Stock Holding History

Stevens 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
2026 Q2	$828K	Sell	2,082 -938	-31%	-$410K	0.2%	104
2026 Q1	$1.39M	Buy	+3,020	New	+$1.53M	0.21%	70
2025 Q3	–	Sell	-1,679	Closed	-$912K	–	298
2025 Q2	$912K	Sell	1,679 -1,121	-40%	-$586K	0.25%	79
2025 Q1	$1.39M	Buy	+2,800	New	+$1.55M	0.34%	62
2024 Q1	–	Sell	-890	Closed	-$300K	–	314
2023 Q4	$300K	Sell	890 -2,873	-76%	-$856K	0.07%	206
2023 Q3	$1.1M	Buy	+3,763	New	+$1.18M	0.32%	82
2022 Q3	–	Sell	-1,811	Closed	-$363K	–	160
2022 Q2	$363K	Buy	+1,811	New	+$425K	0.25%	70
2022 Q1	–	Sell	-559	Closed	-$201K	–	275
2021 Q4	$201K	Buy	+559	New	+$192K	0.05%	229
2021 Q1	–	Sell	-5,613	Closed	-$1.53M	–	181
2020 Q4	$1.53M	Buy	+5,613	New	+$1.39M	0.75%	29
2019 Q1	–	Sell	-42,510	Closed	-$6.79M	–	781
2018 Q4	$6.79M	Buy	+42,510	New	+$7.2M	0.35%	80
2018 Q2	–	Sell	-14,970	Closed	-$2.06M	–	880
2018 Q1	$2.06M	Sell	14,970 -95,274	-86%	-$13.3M	0.08%	283
2017 Q4	$13.4M	Buy	+110,244	New	+$13.8M	0.52%	40
2017 Q1	–	Sell	-90,855	Closed	-$6.4M	–	976
2016 Q4	$6.4M	Buy	+90,855	New	+$6.68M	0.26%	106
2015 Q4	–	Sell	-232,821	Closed	-$11.9M	–	1019
2015 Q3	$11.9M	Buy	232,821 +165,528	+246%	+$9.38M	0.55%	37
2015 Q2	$3.62M	Buy	67,293 +6,345	+10%	+$355K	0.13%	200
2015 Q1	$3.42M	Buy	+60,948	New	+$3.45M	0.12%	198
2014 Q1	–	Sell	-39,024	Closed	-$1.67M	–	1187
2013 Q4	$1.67M	Buy	+39,024	New	+$1.64M	0.05%	360

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

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

Stevens Capital Management reduced its Intuitive Surgical (ISRG) stake by 31% in Q2 2026, selling an estimated $410K and leaving 2,082 shares worth $828K. The position accounts for 0.2% of the portfolio, ranked #104.

Stevens Capital Management first reported a position in ISRG in Q4 2013 and has held it in 17 quarters since. The position peaked at $13.4M in Q4 2017. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Stevens Capital Management held 2,082 shares of Intuitive Surgical worth $828K as of Q2 2026.
Stevens Capital Management sold 938 Intuitive Surgical shares in Q2 2026, an estimated $410K.
Intuitive Surgical made up 0.2% of Stevens Capital Management's portfolio in Q2 2026, its #104 holding.
Stevens Capital Management first reported a position in Intuitive Surgical in Q4 2013 and has held it in 17 quarters since.
Stevens Capital Management's Intuitive Surgical position peaked at $13.4M in Q4 2017.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Stevens Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.