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Oak Harvest Investment Services’s Intuitive Surgical ISRG Stock Holding History

Oak Harvest Investment Services’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
-8,359
Closed -$3.85M – 185
2026
Q1 		$3.85M Buy
8,359
+1,620
+24% +$820K 0.4% 77
2025
Q4 		$3.82M Buy
+6,739
New +$3.59M 0.42% 80
2025
Q3 		– Sell
-6,215
Closed -$3.38M – 173
2025
Q2 		$3.38M Buy
6,215
+287
+5% +$150K 0.42% 72
2025
Q1 		$2.94M Sell
5,928
-3,404
-36% -$1.88M 0.41% 75
2024
Q4 		$4.87M Sell
9,332
-44
-0.5% -$22.9K 0.68% 54
2024
Q3 		$4.61M Buy
9,376
+77
+0.8% +$35.8K 0.66% 55
2024
Q2 		$4.14M Buy
9,299
+1,638
+21% +$652K 0.64% 50
2024
Q1 		$3.06M Buy
7,661
+1,712
+29% +$647K 0.5% 58
2023
Q4 		$2.01M Buy
5,949
+3,124
+111% +$931K 0.4% 56
2023
Q3 		$826K Buy
2,825
+882
+45% +$275K 0.17% 70
2023
Q2 		$664K Sell
1,943
-12,734
-87% -$3.85M 0.15% 73
2023
Q1 		$3.75M Sell
14,677
-1,575
-10% -$388K 0.86% 43
2022
Q4 		$4.31M Sell
16,252
-1,551
-9% -$378K 1.12% 37
2022
Q3 		$3.34M Buy
17,803
+1,057
+6% +$227K 0.89% 42
2022
Q2 		$3.36M Buy
16,746
+639
+4% +$150K 0.91% 44
2022
Q1 		$4.86M Buy
16,107
+1,632
+11% +$477K 1.2% 38
2021
Q4 		$5.2M Buy
14,475
+1,773
+14% +$610K 1.29% 36
2021
Q3 		$4.21M Buy
12,702
+1,971
+18% +$662K 1.23% 39
2021
Q2 		$3.29M Buy
10,731
+1,854
+21% +$520K 1.08% 42
2021
Q1 		$2.19M Buy
+8,877
New +$2.23M 0.84% 50

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

Oak Harvest Investment Services's ISRG Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 8,359 shares — an estimated $3.85M sold.

Oak Harvest Investment Services first reported a position in ISRG in Q1 2021 and held it in 20 quarters. The position peaked at $5.2M in Q4 2021. 654 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 8,359 Intuitive Surgical shares in Q2 2026, an estimated $3.85M.
  • Oak Harvest Investment Services first reported a position in Intuitive Surgical in Q1 2021 and held it in 20 quarters.
  • Oak Harvest Investment Services's Intuitive Surgical position peaked at $5.2M in Q4 2021.
  • 654 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.