Oak Asset Management’s Intuitive Surgical ISRG Stock Holding History

Oak Asset 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	$2.15M	Sell	5,411 -149	-3%	-$65.1K	0.69%	37
2026 Q1	$2.56M	Sell	5,560 -125	-2%	-$63.2K	0.88%	33
2025 Q4	$3.22M	Hold	5,685	–	–	1.1%	26
2025 Q3	$2.54M	Sell	5,685 -1,775	-24%	-$852K	0.87%	33
2025 Q2	$4.05M	Sell	7,460 -100	-1%	-$52.3K	1.45%	18
2025 Q1	$3.74M	Sell	7,560 -350	-4%	-$194K	1.37%	20
2024 Q4	$4.13M	Sell	7,910 -75	-0.9%	-$39.1K	1.53%	17
2024 Q3	$3.92M	Hold	7,985	–	–	1.39%	20
2024 Q2	$3.55M	Sell	7,985 -100	-1%	-$39.8K	1.3%	23
2024 Q1	$3.23M	Sell	8,085 -180	-2%	-$68K	1.21%	28
2023 Q4	$2.79M	Sell	8,265 -200	-2%	-$59.6K	1.11%	30
2023 Q3	$2.47M	Sell	8,465 -300	-3%	-$93.7K	1.06%	31
2023 Q2	$3M	Hold	8,765	–	–	1.24%	27
2023 Q1	$2.24M	Sell	8,765 -50	-0.6%	-$12.3K	0.97%	37
2022 Q4	$2.34M	Sell	8,815 -828	-9%	-$202K	1.05%	32
2022 Q3	$1.81M	Buy	+9,643	New	+$2.07M	0.88%	38
2022 Q2	–	Sell	-9,505	Closed	-$2.87M	–	116
2022 Q1	$2.87M	Sell	9,505 -247	-3%	-$72.2K	1.13%	29
2021 Q4	$3.5M	Sell	9,752 -19,804	-67%	-$6.81M	1.34%	27
2021 Q3	$3.27M	Buy	29,556 +19,704	+200%	+$6.62M	1.36%	26
2021 Q2	$3.02M	Buy	+9,852	New	+$2.76M	1.27%	27
2021 Q1	–	Sell	-10,002	Closed	-$2.73M	–	72
2020 Q4	$2.73M	Hold	10,002	–	–	1.33%	28
2020 Q3	$2.44M	Sell	10,002 -300	-3%	-$67.4K	1.29%	30
2020 Q2	$1.96M	Hold	10,302	–	–	1.16%	32
2020 Q1	$1.7M	Hold	10,302	–	–	1.24%	30
2019 Q4	$2.03M	Hold	10,302	–	–	1.13%	32
2019 Q3	$1.85M	Hold	10,302	–	–	1.12%	31
2019 Q2	$1.84M	Sell	10,302 -2,565	-20%	-$439K	1.14%	32
2019 Q1	$2.45M	Sell	12,867 -321	-2%	-$57.1K	1.62%	21
2018 Q4	$2.1M	Buy	13,188 +180	+1%	+$30.5K	1.56%	23
2018 Q3	$2.49M	Hold	13,008	–	–	1.51%	24
2018 Q2	$2.08M	Buy	13,008 +8,385	+181%	+$1.28M	1.42%	25
2018 Q1	$636K	Sell	4,623 -150	-3%	-$20.9K	0.49%	56
2017 Q4	$581K	Buy	+4,773	New	+$597K	0.44%	58

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Oak Asset Management's ISRG Position: Q2 2026 in Review

Oak Asset Management reduced its Intuitive Surgical (ISRG) stake by 2.7% in Q2 2026, selling an estimated $65.1K and leaving 5,411 shares worth $2.15M. The position accounts for 0.69% of the portfolio, ranked #37.

Oak Asset Management first reported a position in ISRG in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.13M in Q4 2024. 399 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Oak Asset Management held 5,411 shares of Intuitive Surgical worth $2.15M as of Q2 2026.
Oak Asset Management sold 149 Intuitive Surgical shares in Q2 2026, an estimated $65.1K.
Intuitive Surgical made up 0.69% of Oak Asset Management's portfolio in Q2 2026, its #37 holding.
Oak Asset Management first reported a position in Intuitive Surgical in Q4 2017 and has held it in 33 quarters since.
Oak Asset Management's Intuitive Surgical position peaked at $4.13M in Q4 2024.
399 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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