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Waterloo Capital’s Intuitive Surgical ISRG Stock Holding History

Waterloo 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 		$676K Sell
1,700
-362
-18% -$158K 0.04% 299
2026
Q1 		$951K Sell
2,062
-2,217
-52% -$1.12M 0.07% 215
2025
Q4 		$2.42M Buy
4,279
+271
+7% +$144K 0.17% 122
2025
Q3 		$1.79M Sell
4,008
-1,103
-22% -$529K 0.13% 149
2025
Q2 		$2.78M Buy
5,111
+596
+13% +$312K 0.22% 105
2025
Q1 		$2.24M Sell
4,515
-350
-7% -$194K 0.21% 111
2024
Q4 		$2.54M Buy
4,865
+506
+12% +$264K 0.27% 93
2024
Q3 		$2.14M Buy
4,359
+521
+14% +$243K 0.23% 104
2024
Q2 		$1.71M Buy
3,838
+2,063
+116% +$822K 0.2% 112
2024
Q1 		$708K Buy
1,775
+259
+17% +$97.9K 0.09% 183
2023
Q4 		$511K Buy
1,516
+497
+49% +$148K 0.08% 208
2023
Q3 		$298K Sell
1,019
-877
-46% -$274K 0.09% 146
2023
Q2 		$648K Buy
1,896
+263
+16% +$79.6K 0.19% 75
2023
Q1 		$417K Buy
+1,633
New +$402K 0.13% 97

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

Waterloo Capital's ISRG Position: Q2 2026 in Review

Waterloo Capital reduced its Intuitive Surgical (ISRG) stake by 18% in Q2 2026, selling an estimated $158K and leaving 1,700 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #299.

Waterloo Capital first reported a position in ISRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.78M in Q2 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Waterloo Capital held 1,700 shares of Intuitive Surgical worth $676K as of Q2 2026.
  • Waterloo Capital sold 362 Intuitive Surgical shares in Q2 2026, an estimated $158K.
  • Intuitive Surgical made up 0.04% of Waterloo Capital's portfolio in Q2 2026, its #299 holding.
  • Waterloo Capital first reported a position in Intuitive Surgical in Q1 2023 and has held it in 14 quarters since.
  • Waterloo Capital's Intuitive Surgical position peaked at $2.78M in Q2 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.