OTL
ISRG icon

Oak Thistle LLC’s Intuitive Surgical ISRG Stock Holding History

Oak Thistle LLC’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 		– Sell
-472
Closed -$267K – 554
2025
Q4 		$267K Sell
472
-912
-66% -$486K 0.04% 454
2025
Q3 		$619K Buy
+1,384
New +$664K 0.09% 341
2025
Q2 		– Sell
-4,764
Closed -$2.36M – 528
2025
Q1 		$2.36M Buy
+4,764
New +$2.63M 0.48% 56
2024
Q4 		– Sell
-2,115
Closed -$1.04M – 474
2024
Q3 		$1.04M Buy
+2,115
New +$985K 0.34% 98

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oak Thistle LLC's ISRG Position: Q1 2026 in Review

Oak Thistle LLC sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 472 shares — an estimated $267K sold.

Oak Thistle LLC first reported a position in ISRG in Q3 2024 and held it in 4 quarters. The position peaked at $2.36M in Q1 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Oak Thistle LLC reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 472 Intuitive Surgical shares in Q1 2026, an estimated $267K.
  • Oak Thistle LLC first reported a position in Intuitive Surgical in Q3 2024 and held it in 4 quarters.
  • Oak Thistle LLC's Intuitive Surgical position peaked at $2.36M in Q1 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.