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Oakworth Capital’s Intuitive Surgical ISRG Stock Holding History

Oakworth Capital’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 		$27.2K Sell
59
-2
-3% -$1.01K ﹤0.01% 540
2025
Q4 		$34.5K Buy
61
+45
+281% +$24K ﹤0.01% 493
2025
Q3 		$7.16K Hold
16
– – ﹤0.01% 651
2025
Q2 		$8.7K Sell
16
-6
-27% -$3.14K ﹤0.01% 501
2025
Q1 		$10.9K Buy
22
+6
+38% +$3.32K ﹤0.01% 506
2024
Q4 		$8.35K Sell
16
-1
-6% -$521 ﹤0.01% 514
2024
Q3 		$8.35K Hold
17
– – ﹤0.01% 519
2024
Q2 		$7.56K Hold
17
– – ﹤0.01% 513
2024
Q1 		$6.79K Hold
17
– – ﹤0.01% 506
2023
Q4 		$5.74K Hold
17
– – ﹤0.01% 528
2023
Q3 		$4.97K Hold
17
– – ﹤0.01% 501
2023
Q2 		$5.81K Hold
17
– – ﹤0.01% 526
2023
Q1 		$4.34K Hold
17
– – ﹤0.01% 509
2022
Q4 		$4.51K Buy
+17
New +$4.14K ﹤0.01% 490

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VPM
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Morgan Stanley
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return