ISRG
Intuitive Surgical Inc
Intuitive Surgical Inc historical holders
total: 8
Polen Capital Management Intuitive Surgical Inc transactions over time
- Total transactions:
- 14
- New positions:
- 3
- Sold out:
- 2
- Added:
- 6
- Reduced:
- 3
- Held since:
- 2025 Q4
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
Polen Capital Management has been an institutional investor in Intuitive Surgical Inc (ISRG) since at least 2013 Q2. According to 2026 Q1 report, Polen Capital Management holds 606,826 shares with a market value of roughly $279.74M representing 1.94% of their equity portfolio. In our earliest available record from 2013 Q2, Polen Capital Management held 311,340 shares of ISRG. Polen Capital Management later completely sold out the position and reinvested in ISRG again in 2025 Q4. Since at least 2013 Q2, Polen Capital Management has made 13 more transactions in this position.
Does Polen Capital Management still hold ISRG?
Yes, Polen Capital Management continues to hold Intuitive Surgical Inc (ISRG). According to their 2026 Q1 report, they maintain a position of 606,826 shares valued at approximately $279.74M, representing 1.94% of their equity portfolio.
Has Polen Capital Management reinvested in ISRG after selling?
Yes, Polen Capital Management has shown renewed interest in Intuitive Surgical Inc (ISRG). After completely selling their position, they reinitiated an investment in 2025 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $566.36
- Weighted AVG sell price:
- $460.99
ISRG transactions history by Polen Capital Management
14 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
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%
|
345,612.33
|
$2,216.82
|
$766,160,000
|
+2.70% (+9,085)
|
+0.05%
|
|
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.