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SurgoCap Partners’s Intuitive Surgical ISRG Stock Holding History

SurgoCap Partners’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 		$102M Sell
256,963
-76,069
-23% -$33.2M 3.3% 12
2026
Q1 		$154M Buy
333,032
+70,181
+27% +$35.5M 5.13% 8
2025
Q4 		$149M Buy
+262,851
New +$140M 4.12% 10
2024
Q1 		– Sell
-166,338
Closed -$56.1M – 16
2023
Q4 		$56.1M Buy
+166,338
New +$49.6M 3.92% 14

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

SurgoCap Partners's ISRG Position: Q2 2026 in Review

SurgoCap Partners reduced its Intuitive Surgical (ISRG) stake by 23% in Q2 2026, selling an estimated $33.2M and leaving 256,963 shares worth $102M. The position accounts for 3.3% of the portfolio, ranked #12.

SurgoCap Partners first reported a position in ISRG in Q4 2023 and has held it in 4 quarters since. The position peaked at $154M in Q1 2026. 2,231 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • SurgoCap Partners held 256,963 shares of Intuitive Surgical worth $102M as of Q2 2026.
  • SurgoCap Partners sold 76,069 Intuitive Surgical shares in Q2 2026, an estimated $33.2M.
  • Intuitive Surgical made up 3.3% of SurgoCap Partners's portfolio in Q2 2026, its #12 holding.
  • SurgoCap Partners first reported a position in Intuitive Surgical in Q4 2023 and has held it in 4 quarters since.
  • SurgoCap Partners's Intuitive Surgical position peaked at $154M in Q1 2026.
  • 2,231 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on SurgoCap Partners's 13F filing for Q2 2026, filed 14 Aug 2026.