Occudo Quantitative Strategies’s Intuitive Surgical ISRG Stock Holding History

Occudo Quantitative Strategies’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	$1.63M	Buy	3,564 +1,615	+83%	+$817K	0.09%	306
2025 Q4	$1.1M	Sell	1,949 -19,111	-91%	-$10.2M	0.07%	304
2025 Q3	$9.42M	Buy	21,060 +14,668	+229%	+$7.04M	1.15%	2
2025 Q2	$3.47M	Buy	+6,392	New	+$3.34M	0.39%	66
2025 Q1	–	Sell	-2,038	Closed	-$1.06M	–	780
2024 Q4	$1.06M	Buy	+2,038	New	+$1.06M	0.19%	152
2023 Q3	–	Sell	-2,049	Closed	-$701K	–	1134
2023 Q2	$701K	Buy	+2,049	New	+$620K	0.07%	430
2022 Q4	–	Sell	-25,226	Closed	-$4.73M	–	1164
2022 Q3	$4.73M	Sell	25,226 -4,282	-15%	-$920K	0.37%	39
2022 Q2	$5.92M	Buy	29,508 +13,845	+88%	+$3.25M	0.49%	18
2022 Q1	$4.72M	Buy	15,663 +880	+6%	+$257K	0.4%	32
2021 Q4	$5.31M	Buy	14,783 +10,814	+272%	+$3.72M	0.47%	26
2021 Q3	$1.31M	Buy	+3,969	New	+$1.33M	0.16%	181
2021 Q2	–	Sell	-5,349	Closed	-$1.32M	–	964
2021 Q1	$1.32M	Buy	+5,349	New	+$1.35M	0.29%	83

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Occudo Quantitative Strategies's ISRG Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its Intuitive Surgical (ISRG) stake by 83% in Q1 2026, buying an estimated $817K and bringing the position to 3,564 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #306.

Occudo Quantitative Strategies first reported a position in ISRG in Q1 2021 and has held it in 12 quarters since. The position peaked at $9.42M in Q3 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Occudo Quantitative Strategies held 3,564 shares of Intuitive Surgical worth $1.63M as of Q1 2026.
Occudo Quantitative Strategies bought 1,615 Intuitive Surgical shares in Q1 2026, an estimated $817K.
Intuitive Surgical made up 0.09% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #306 holding.
Occudo Quantitative Strategies first reported a position in Intuitive Surgical in Q1 2021 and has held it in 12 quarters since.
Occudo Quantitative Strategies's Intuitive Surgical position peaked at $9.42M in Q3 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.