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Laurel Oak Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Laurel Oak Wealth Management’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
-569
Closed -$262K – 390
2026
Q1 		$262K Sell
569
-14
-2% -$7.08K 0.04% 297
2025
Q4 		$330K Buy
+583
New +$310K 0.06% 249

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

Laurel Oak Wealth Management's ISRG Position: Q2 2026 in Review

Laurel Oak Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 569 shares — an estimated $262K sold.

Laurel Oak Wealth Management first reported a position in ISRG in Q4 2025 and held it in 2 quarters. The position peaked at $330K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Laurel Oak Wealth Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 569 Intuitive Surgical shares in Q2 2026, an estimated $262K.
  • Laurel Oak Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and held it in 2 quarters.
  • Laurel Oak Wealth Management's Intuitive Surgical position peaked at $330K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.