Obermeyer Wealth Partners
ISRG icon

Obermeyer Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Obermeyer 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
Q3 		– Sell
-553
Closed -$220K – 306
2026
Q2 		$220K Buy
553
+52
+10% +$22.7K 0.01% 289
2026
Q1 		$231K Hold
501
– – 0.01% 275
2025
Q4 		$284K Hold
501
– – 0.01% 246
2025
Q3 		$224K Buy
501
+46
+10% +$22.1K 0.01% 270
2025
Q2 		$247K Buy
455
+18
+4% +$9.41K 0.01% 245
2025
Q1 		$216K Buy
437
+17
+4% +$9.4K 0.01% 245
2024
Q4 		$219K Buy
420
+8
+2% +$4.17K 0.01% 239
2024
Q3 		$202K Buy
+412
New +$192K 0.01% 250
2013
Q3 		– Sell
-990
Closed -$56K – 169
2013
Q2 		$56K Buy
+990
New +$54.5K 0.02% 117

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State Street
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Obermeyer Wealth Partners's ISRG Position: Q3 2026 in Review

Obermeyer Wealth Partners sold out of Intuitive Surgical (ISRG) in Q3 2026, closing a stake of 553 shares — an estimated $220K sold.

Obermeyer Wealth Partners first reported a position in ISRG in Q2 2013 and held it in 9 quarters. The position peaked at $284K in Q4 2025. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Obermeyer Wealth Partners reported no remaining Intuitive Surgical position as of Q3 2026 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 553 Intuitive Surgical shares in Q3 2026, an estimated $220K.
  • Obermeyer Wealth Partners first reported a position in Intuitive Surgical in Q2 2013 and held it in 9 quarters.
  • Obermeyer Wealth Partners's Intuitive Surgical position peaked at $284K in Q4 2025.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.