OA
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Oak Associates’s Intuitive Surgical ISRG Stock Holding History

Oak Associates’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
Q1 		$4M Hold
8,674
– – 0.27% 58
2025
Q4 		$4.91M Sell
8,674
-86
-1% -$45.8K 0.3% 48
2025
Q3 		$3.92M Hold
8,760
– – 0.24% 53
2025
Q2 		$4.76M Sell
8,760
-645
-7% -$337K 0.31% 50
2025
Q1 		$4.66M Sell
9,405
-1,618
-15% -$895K 0.35% 48
2024
Q4 		$5.75M Buy
11,023
+313
+3% +$163K 0.4% 47
2024
Q3 		$5.26M Hold
10,710
– – 0.35% 47
2024
Q2 		$4.76M Sell
10,710
-100
-0.9% -$39.8K 0.32% 48
2024
Q1 		$4.31M Sell
10,810
-1,764
-14% -$667K 0.3% 52
2023
Q4 		$4.24M Sell
12,574
-114
-0.9% -$34K 0.32% 53
2023
Q3 		$3.71M Sell
12,688
-400
-3% -$125K 0.31% 52
2023
Q2 		$4.48M Sell
13,088
-810
-6% -$245K 0.36% 49
2023
Q1 		$3.55M Sell
13,898
-1,153
-8% -$284K 0.29% 55
2022
Q4 		$3.99M Sell
15,051
-16,361
-52% -$3.99M 0.34% 53
2022
Q3 		$5.89M Buy
31,412
+1,120
+4% +$241K 0.5% 46
2022
Q2 		$6.08M Hold
30,292
– – 0.48% 46
2022
Q1 		$9.14M Sell
30,292
-4,678
-13% -$1.37M 0.56% 39
2021
Q4 		$12.6M Sell
34,970
-4
-0% -$1.38K 0.67% 38
2021
Q3 		$11.6M Hold
34,974
– – 0.66% 40
2021
Q2 		$10.7M Sell
34,974
-282
-0.8% -$79.1K 0.61% 42
2021
Q1 		$8.68M Buy
35,256
+4,446
+14% +$1.12M 0.51% 45
2020
Q4 		$8.4M Buy
30,810
+2,070
+7% +$514K 0.51% 44
2020
Q3 		$6.8M Buy
28,740
+25,470
+779% +$5.72M 0.45% 51
2020
Q2 		$621K Buy
+3,270
New +$586K 0.04% 104

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oak Associates's ISRG Position: Q1 2026 in Review

Oak Associates held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 8,674 shares worth $4M. The position accounts for 0.27% of the portfolio, ranked #58.

Oak Associates first reported a position in ISRG in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.6M in Q4 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Oak Associates held 8,674 shares of Intuitive Surgical worth $4M as of Q1 2026.
  • Oak Associates left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.27% of Oak Associates's portfolio in Q1 2026, its #58 holding.
  • Oak Associates first reported a position in Intuitive Surgical in Q2 2020 and has held it in 24 quarters since.
  • Oak Associates's Intuitive Surgical position peaked at $12.6M in Q4 2021.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.