David M. Polen
Polen Capital Management
Polen Capital Management Intuitive Surgical Inc stake
total: 588
Polen Capital Management ISRG trades
- Total transactions:
- 15
- New positions:
- 3
- Sold out:
- 2
- Added:
- 6
- Reduced:
- 4
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 447,944 Intuitive Surgical Inc (ISRG) shares with a market value of roughly $178.14M accounting for 1.53% of the overall portfolio. Polen Capital Management has held ISRG since at least 2013 Q2 with 311,340 shares in our earliest available record. Polen Capital Management later completely sold out the position and invested in Intuitive Surgical Inc again in 2025 Q4. Since at least 2013 Q2, Polen Capital Management has made 14 more transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $566.36
- Weighted AVG sell price:
- $435.50
Polen Capital Management's historical trades in Intuitive Surgical Inc
15 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
1.53%
|
447,944
|
$397.68
|
$178,138,555
|
-26.18% (-158,882)
|
-0.44%
|
|
2026 Q1
|
1.94%
|
606,826
|
$460.99
|
$279,740,605
|
-27.98% (-235,792)
|
-0.46%
|
|
2025 Q4
|
2.04%
|
842,618
|
$566.36
|
$477,224,970
|
new
|
+2.04%
|
|
2022 Q4
|
0.00%
|
0
|
$187.32
|
|
-100% (-3,897)
|
-0%
|
|
2022 Q3
|
0.00%
|
3,897
|
$187.32
|
$730,000
|
-99.89% (-3,434,501)
|
-1.7%
|
|
2022 Q2
|
1.82%
|
3,438,398
|
$200.71
|
$690,121,000
|
-3.73% (-133,285)
|
-0.05%
|
|
2022 Q1
|
2.10%
|
3,571,683
|
$301.68
|
$1,077,505,000
|
+4.84% (+164,765)
|
+0.1%
|
|
2021 Q4
|
2.06%
|
3,406,918
|
$359.30
|
$1,224,106,000
|
+830.07% (+3,040,611.67)
|
+1.84%
|
|
2021 Q3
|
2.00%
|
366,306.33
|
$2,982.45
|
$1,092,490,000
|
+0.81% (+2,957.66)
|
+0.02%
|
|
2021 Q2
|
1.92%
|
363,348.67
|
$2,758.92
|
$1,002,450,000
|
+5.13% (+17,736.34)
|
+0.09%
|
|
2021 Q1
|
1.72%
|
$2,216.82
|
+2.70% (+9,085)
|
|||
|
2020 Q4
|
1.92%
|
$2,454.30
|
+2.52% (+8,271)
|
|||
|
2020 Q3
|
1.87%
|
$2,128.62
|
new
|
|||
|
2013 Q3
|
0.00%
|
$506.58
|
-100% (-311,340)
|
|||
|
2013 Q2
|
3.75%
|
$506.58
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.