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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
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

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Obermeyer Wealth Partners's ISRG Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Intuitive Surgical (ISRG) stake by 10% in Q2 2026, buying an estimated $22.7K and bringing the position to 553 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #289.

Obermeyer Wealth Partners first reported a position in ISRG in Q2 2013 and has held it in 9 quarters since. The position peaked at $284K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Obermeyer Wealth Partners held 553 shares of Intuitive Surgical worth $220K as of Q2 2026.
  • Obermeyer Wealth Partners bought 52 Intuitive Surgical shares in Q2 2026, an estimated $22.7K.
  • Intuitive Surgical made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #289 holding.
  • Obermeyer Wealth Partners first reported a position in Intuitive Surgical in Q2 2013 and has held it in 9 quarters since.
  • Obermeyer Wealth Partners's Intuitive Surgical position peaked at $284K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.