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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
Q2 		$795 Hold
2
– – ﹤0.01% 482
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 $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 $3.38T AUM 44.17% 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

Swan Capital's ISRG Position: Q2 2026 in Review

Swan Capital held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 2 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Swan Capital first reported a position in ISRG in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.8K in Q2 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Swan Capital held 2 shares of Intuitive Surgical worth $795 as of Q2 2026.
  • Swan Capital left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #482 holding.
  • Swan Capital first reported a position in Intuitive Surgical in Q2 2025 and has held it in 3 quarters since.
  • Swan Capital's Intuitive Surgical position peaked at $3.8K in Q2 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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