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Swan Capital’s Intuitive Surgical ISRG Stock Holding History

Swan 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
Q1 		$922 Buy
+2
New +$1.01K ﹤0.01% 449
2025
Q3 		– Sell
-7
Closed -$3.8K – 521
2025
Q2 		$3.8K Buy
+7
New +$3.66K ﹤0.01% 267

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

Swan Capital's ISRG Position: Q1 2026 in Review

Swan Capital opened a new position in Intuitive Surgical (ISRG) in Q1 2026: 2 shares worth $922. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: Swan Capital previously reported a position in ISRG as recently as Q2 2025.

Swan Capital first reported a position in ISRG in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.8K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Swan Capital held 2 shares of Intuitive Surgical worth $922 as of Q1 2026.
  • Intuitive Surgical was a new Swan Capital position in Q1 2026.
  • Intuitive Surgical made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #449 holding.
  • Swan Capital first reported a position in Intuitive Surgical in Q2 2025 and has held it in 2 quarters since.
  • Swan Capital's Intuitive Surgical position peaked at $3.8K in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.