OFI Invest Asset Management’s Intuitive Surgical ISRG Stock Holding History

OFI Invest 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	$69.5M	Sell	199,735 -24,253	-11%	-$10.6M	0.69%	33
2026 Q1	$89.7M	Buy	223,988 +64,979	+41%	+$32.9M	1.19%	18
2025 Q4	$76.7M	Buy	159,009 +34,933	+28%	+$18.6M	1.1%	16
2025 Q3	$47.2M	Buy	124,076 +16,494	+15%	+$7.92M	0.99%	27
2025 Q2	$49.8M	Buy	107,582 +99,069	+1,164%	+$51.8M	1.24%	20
2025 Q1	$3.9M	Buy	8,513 +363	+4%	+$201K	0.1%	103
2024 Q4	$4.11M	Buy	+8,150	New	+$4.24M	0.1%	109
2024 Q2	$3.91M	Buy	9,409 +7,894	+521%	+$3.14M	0.1%	106
2024 Q1	$560K	Sell	1,515 -649	-30%	-$245K	0.02%	149
2023 Q4	$661K	Buy	2,164 +2,073	+2,278%	+$618K	0.02%	143
2023 Q3	$25.1K	Buy	+91	New	+$28.4K	﹤0.01%	201
2023 Q2	–	Sell	-207,186	Closed	-$811K	–	129
2023 Q1	$811K	Buy	+207,186	New	+$51M	﹤0.01%	126

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

OFI Invest Asset Management's ISRG Position: Q2 2026 in Review

OFI Invest Asset Management reduced its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, selling an estimated $10.6M and leaving 199,735 shares worth $69.5M. The position accounts for 0.69% of the portfolio, ranked #33.

OFI Invest Asset Management first reported a position in ISRG in Q1 2023 and has held it in 12 quarters since. The position peaked at $89.7M in Q1 2026. 2,231 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

OFI Invest Asset Management held 199,735 shares of Intuitive Surgical worth $69.5M as of Q2 2026.
OFI Invest Asset Management sold 24,253 Intuitive Surgical shares in Q2 2026, an estimated $10.6M.
Intuitive Surgical made up 0.69% of OFI Invest Asset Management's portfolio in Q2 2026, its #33 holding.
OFI Invest Asset Management first reported a position in Intuitive Surgical in Q1 2023 and has held it in 12 quarters since.
OFI Invest Asset Management's Intuitive Surgical position peaked at $89.7M in Q1 2026.
2,231 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.