OPF
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Old Peak Finance’s Intuitive Surgical ISRG Stock Holding History

Old Peak Finance’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 		$293K Buy
736
+44
+6% +$19.2K 0.14% 71
2026
Q1 		$319K Buy
692
+2
+0.3% +$1.01K 0.19% 61
2025
Q4 		$391K Buy
+690
New +$367K 0.24% 54

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 $3.38T AUM 44.17% 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

Old Peak Finance's ISRG Position: Q2 2026 in Review

Old Peak Finance increased its Intuitive Surgical (ISRG) stake by 6.4% in Q2 2026, buying an estimated $19.2K and bringing the position to 736 shares worth $293K. The position accounts for 0.14% of the portfolio, ranked #71.

Old Peak Finance first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $391K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Old Peak Finance held 736 shares of Intuitive Surgical worth $293K as of Q2 2026.
  • Old Peak Finance bought 44 Intuitive Surgical shares in Q2 2026, an estimated $19.2K.
  • Intuitive Surgical made up 0.14% of Old Peak Finance's portfolio in Q2 2026, its #71 holding.
  • Old Peak Finance first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Old Peak Finance's Intuitive Surgical position peaked at $391K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.