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Brandywine Oak Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Brandywine Oak Private Wealth’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 		– Sell
-484
Closed -$223K – 248
2026
Q1 		$223K Buy
484
+41
+9% +$20.7K 0.02% 215
2025
Q4 		$251K Buy
+443
New +$236K 0.02% 217
2025
Q3 		– Sell
-443
Closed -$241K – 239
2025
Q2 		$241K Sell
443
-1
-0.2% -$523 0.02% 214
2025
Q1 		$220K Hold
444
– – 0.02% 212
2024
Q4 		$232K Buy
444
+1
+0.2% +$521 0.02% 210
2024
Q3 		$218K Buy
+443
New +$206K 0.02% 223
2022
Q2 		– Sell
-811
Closed -$244K – 330
2022
Q1 		$244K Buy
811
+115
+17% +$33.6K 0.03% 306
2021
Q4 		$250K Sell
696
-186
-21% -$64K 0.03% 308
2021
Q3 		$292K Sell
882
-27
-3% -$9.07K 0.03% 259
2021
Q2 		$278K Sell
909
-6
-0.7% -$1.68K 0.03% 257
2021
Q1 		$225K Sell
915
-27
-3% -$6.79K 0.03% 256
2020
Q4 		$256K Sell
942
-9
-0.9% -$2.23K 0.04% 226
2020
Q3 		$224K Buy
+951
New +$214K 0.04% 240
2019
Q1 		– Sell
-1,140
Closed -$181K – 411
2018
Q4 		$181K Buy
+1,140
New +$193K 0.04% 207

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Brandywine Oak Private Wealth's ISRG Position: Q2 2026 in Review

Brandywine Oak Private Wealth sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 484 shares — an estimated $223K sold.

Brandywine Oak Private Wealth first reported a position in ISRG in Q4 2018 and held it in 14 quarters. The position peaked at $292K in Q3 2021. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Brandywine Oak Private Wealth reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 484 Intuitive Surgical shares in Q2 2026, an estimated $223K.
  • Brandywine Oak Private Wealth first reported a position in Intuitive Surgical in Q4 2018 and held it in 14 quarters.
  • Brandywine Oak Private Wealth's Intuitive Surgical position peaked at $292K in Q3 2021.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.