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United Capital Management of KS’s Intuitive Surgical ISRG Stock Holding History

United Capital Management of KS’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 		$5.94M Buy
14,928
+1,215
+9% +$531K 0.78% 46
2026
Q1 		$6.32M Buy
13,713
+995
+8% +$503K 0.96% 37
2025
Q4 		$7.2M Buy
12,718
+422
+3% +$225K 1.01% 36
2025
Q3 		$5.5M Buy
12,296
+534
+5% +$256K 0.75% 44
2025
Q2 		$6.39M Buy
11,762
+741
+7% +$387K 1% 39
2025
Q1 		$5.46M Buy
11,021
+10,263
+1,354% +$5.68M 1.13% 33
2024
Q4 		$396K Buy
758
+1
+0.1% +$521 0.07% 75
2024
Q3 		$372K Hold
757
– – 0.08% 71
2024
Q2 		$337K Hold
757
– – 0.07% 68
2024
Q1 		$302K Sell
757
-12
-2% -$4.53K 0.07% 76
2023
Q4 		$259K Hold
769
– – 0.08% 73
2023
Q3 		$225K Hold
769
– – 0.08% 71
2023
Q2 		$263K Sell
769
-105
-12% -$31.8K 0.08% 74
2023
Q1 		$223K Sell
874
-8
-0.9% -$1.97K 0.08% 78
2022
Q4 		$234K Buy
+882
New +$215K 0.1% 76
2022
Q2 		– Sell
-882
Closed -$266K – 90
2022
Q1 		$266K Hold
882
– – 0.1% 84
2021
Q4 		$317K Sell
882
-9
-1% -$3.1K 0.12% 77
2021
Q3 		$295K Sell
891
-54
-6% -$18.1K 0.12% 80
2021
Q2 		$290K Sell
945
-72
-7% -$20.2K 0.12% 84
2021
Q1 		$250K Buy
1,017
+12
+1% +$3.02K 0.11% 84
2020
Q4 		$274K Sell
1,005
-60
-6% -$14.9K 0.13% 84
2020
Q3 		$251K Sell
1,065
-18
-2% -$4.04K 0.13% 83
2020
Q2 		$206K Buy
+1,083
New +$194K 0.12% 81
2020
Q1 		– Sell
-1,083
Closed -$213K – 92
2019
Q4 		$213K Buy
+1,083
New +$203K 0.13% 105
2018
Q4 		– Sell
-1,104
Closed -$205K – 109
2018
Q3 		$205K Buy
+1,104
New +$196K 0.16% 111

Other funds holding ISRG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

United Capital Management of KS's ISRG Position: Q2 2026 in Review

United Capital Management of KS increased its Intuitive Surgical (ISRG) stake by 8.9% in Q2 2026, buying an estimated $531K and bringing the position to 14,928 shares worth $5.94M. The position accounts for 0.78% of the portfolio, ranked #46.

United Capital Management of KS first reported a position in ISRG in Q3 2018 and has held it in 25 quarters since. The position peaked at $7.2M in Q4 2025. 1,148 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • United Capital Management of KS held 14,928 shares of Intuitive Surgical worth $5.94M as of Q2 2026.
  • United Capital Management of KS bought 1,215 Intuitive Surgical shares in Q2 2026, an estimated $531K.
  • Intuitive Surgical made up 0.78% of United Capital Management of KS's portfolio in Q2 2026, its #46 holding.
  • United Capital Management of KS first reported a position in Intuitive Surgical in Q3 2018 and has held it in 25 quarters since.
  • United Capital Management of KS's Intuitive Surgical position peaked at $7.2M in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.