Oak Harbor Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Oak Harbor Wealth Partners’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	$307K	Sell	772 -48	-6%	-$21K	0.11%	126
2026 Q1	$378K	Sell	820 -45	-5%	-$22.8K	0.09%	159
2025 Q4	$490K	Sell	865 -113	-12%	-$60.2K	0.12%	140
2025 Q3	$437K	Sell	978 -674	-41%	-$323K	0.11%	145
2025 Q2	$898K	Buy	1,652 +203	+14%	+$106K	0.24%	91
2025 Q1	$718K	Buy	1,449 +616	+74%	+$341K	0.21%	101
2024 Q4	$435K	Hold	833	–	–	0.13%	121
2024 Q3	$409K	Buy	833 +32	+4%	+$14.9K	0.12%	128
2024 Q2	$356K	Hold	801	–	–	0.11%	125
2024 Q1	$320K	Hold	801	–	–	0.1%	130
2023 Q4	$270K	Hold	801	–	–	0.09%	142
2023 Q3	$234K	Hold	801	–	–	0.08%	145
2023 Q2	$274K	Hold	801	–	–	0.09%	140
2023 Q1	$205K	Hold	801	–	–	0.07%	163
2022 Q4	$213K	Buy	+801	New	+$195K	0.08%	154
2022 Q2	–	Sell	-801	Closed	-$242K	–	218
2022 Q1	$242K	Hold	801	–	–	0.08%	146
2021 Q4	$288K	Buy	+801	New	+$276K	0.1%	136

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Oak Harbor Wealth Partners's ISRG Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 5.9% in Q2 2026, selling an estimated $21K and leaving 772 shares worth $307K. The position accounts for 0.11% of the portfolio, ranked #126.

Oak Harbor Wealth Partners first reported a position in ISRG in Q4 2021 and has held it in 17 quarters since. The position peaked at $898K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Oak Harbor Wealth Partners held 772 shares of Intuitive Surgical worth $307K as of Q2 2026.
Oak Harbor Wealth Partners sold 48 Intuitive Surgical shares in Q2 2026, an estimated $21K.
Intuitive Surgical made up 0.11% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #126 holding.
Oak Harbor Wealth Partners first reported a position in Intuitive Surgical in Q4 2021 and has held it in 17 quarters since.
Oak Harbor Wealth Partners's Intuitive Surgical position peaked at $898K in Q2 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.