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Occidental Asset Management’s Intuitive Surgical ISRG Stock Holding History

Occidental Asset Management’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 		$487K Buy
1,224
+134
+12% +$58.5K 0.05% 195
2026
Q1 		$502K Sell
1,090
-249
-19% -$126K 0.06% 160
2025
Q4 		$758K Sell
1,339
-1
-0.1% -$532 0.09% 131
2025
Q3 		$599K Buy
1,340
+107
+9% +$51.3K 0.08% 144
2025
Q2 		$670K Buy
1,233
+15
+1% +$7.84K 0.09% 129
2025
Q1 		$603K Buy
1,218
+651
+115% +$360K 0.09% 127
2024
Q4 		$296K Buy
+567
New +$295K 0.05% 167

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

Occidental Asset Management's ISRG Position: Q2 2026 in Review

Occidental Asset Management increased its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, buying an estimated $58.5K and bringing the position to 1,224 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #195.

Occidental Asset Management first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $758K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Occidental Asset Management held 1,224 shares of Intuitive Surgical worth $487K as of Q2 2026.
  • Occidental Asset Management bought 134 Intuitive Surgical shares in Q2 2026, an estimated $58.5K.
  • Intuitive Surgical made up 0.05% of Occidental Asset Management's portfolio in Q2 2026, its #195 holding.
  • Occidental Asset Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Occidental Asset Management's Intuitive Surgical position peaked at $758K in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.