Oak Ridge Investments’s Intuitive Surgical ISRG Stock Holding History

Oak Ridge Investments’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	$7.98M	Sell	20,054 -55	-0.3%	-$24K	0.45%	45
2026 Q1	$9.27M	Buy	20,109 +153	+0.8%	+$77.4K	0.61%	33
2025 Q4	$11.3M	Buy	19,956 +956	+5%	+$509K	0.69%	27
2025 Q3	$8.5M	Buy	19,000 +492	+3%	+$236K	0.55%	36
2025 Q2	$10.1M	Buy	18,508 +311	+2%	+$163K	0.72%	31
2025 Q1	$9.01M	Buy	18,197 +1,176	+7%	+$650K	0.75%	28
2024 Q4	$8.88M	Buy	17,021 +6,961	+69%	+$3.63M	0.7%	33
2024 Q3	$4.94M	Buy	10,060 +698	+7%	+$325K	0.43%	51
2024 Q2	$4.16M	Buy	+9,362	New	+$3.73M	0.4%	54
2014 Q2	–	Sell	-37,566	Closed	-$1.83M	–	148
2014 Q1	$1.83M	Sell	37,566 -765	-2%	-$36K	0.05%	130
2013 Q4	$1.64M	Buy	38,331 +1,782	+5%	+$75K	0.04%	125
2013 Q3	$1.53M	Sell	36,549 -711	-2%	-$31.4K	0.04%	124
2013 Q2	$2.1M	Buy	+37,260	New	+$2.05M	0.07%	122

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

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 Seoul, South Korea $67.7B AUM 51.91% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Oak Ridge Investments's ISRG Position: Q2 2026 in Review

Oak Ridge Investments reduced its Intuitive Surgical (ISRG) stake by 0.27% in Q2 2026, selling an estimated $24K and leaving 20,054 shares worth $7.98M. The position accounts for 0.45% of the portfolio, ranked #45.

Oak Ridge Investments first reported a position in ISRG in Q2 2013 and has held it in 13 quarters since. The position peaked at $11.3M in Q4 2025. 590 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Oak Ridge Investments held 20,054 shares of Intuitive Surgical worth $7.98M as of Q2 2026.
Oak Ridge Investments sold 55 Intuitive Surgical shares in Q2 2026, an estimated $24K.
Intuitive Surgical made up 0.45% of Oak Ridge Investments's portfolio in Q2 2026, its #45 holding.
Oak Ridge Investments first reported a position in Intuitive Surgical in Q2 2013 and has held it in 13 quarters since.
Oak Ridge Investments's Intuitive Surgical position peaked at $11.3M in Q4 2025.
590 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.