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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
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 $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

Occidental Asset Management's ISRG Position: Q1 2026 in Review

Occidental Asset Management reduced its Intuitive Surgical (ISRG) stake by 19% in Q1 2026, selling an estimated $126K and leaving 1,090 shares worth $502K. The position accounts for 0.06% of the portfolio, ranked #160.

Occidental Asset Management first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $758K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Occidental Asset Management held 1,090 shares of Intuitive Surgical worth $502K as of Q1 2026.
  • Occidental Asset Management sold 249 Intuitive Surgical shares in Q1 2026, an estimated $126K.
  • Intuitive Surgical made up 0.06% of Occidental Asset Management's portfolio in Q1 2026, its #160 holding.
  • Occidental Asset Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Occidental Asset Management's Intuitive Surgical position peaked at $758K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.