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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Obermeyer Wealth Partners's ISRG Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 501 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #275.

Obermeyer Wealth Partners first reported a position in ISRG in Q2 2013 and has held it in 8 quarters since. The position peaked at $284K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Obermeyer Wealth Partners held 501 shares of Intuitive Surgical worth $231K as of Q1 2026.
  • Obermeyer Wealth Partners left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #275 holding.
  • Obermeyer Wealth Partners first reported a position in Intuitive Surgical in Q2 2013 and has held it in 8 quarters since.
  • Obermeyer Wealth Partners's Intuitive Surgical position peaked at $284K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.