Oliver Lagore Vanvalin Investment Group’s Intuitive Surgical ISRG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$1.14M	Buy	+2,298	New	+$1.2M	0.45%	55
2024 Q4	$342K	Buy	655 +129	+25%	+$67.2K	0.09%	99
2024 Q3	$258K	Sell	526 -3,905	-88%	-$1.82M	0.07%	109
2024 Q2	$1.97M	Buy	4,431 +446	+11%	+$178K	0.57%	35
2024 Q1	$1.59M	Buy	3,985 +291	+8%	+$110K	0.47%	45
2023 Q4	$1.25M	Buy	3,694 +1,535	+71%	+$458K	0.46%	37
2023 Q3	$631K	Buy	+2,159	New	+$674K	0.25%	64
2022 Q4	–	Sell	-3	Closed	-$1K	–	720
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	580
2022 Q2	$1K	Buy	+3	New	+$704	﹤0.01%	557

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ISRG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Intuitive Surgical (ISRG) in Q2 2025: 2,298 shares worth $1.14M. The stake represents 0.45% of the portfolio and ranks #55 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ISRG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ISRG in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.97M in Q2 2024. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 2,298 shares of Intuitive Surgical worth $1.14M as of Q2 2025.
Intuitive Surgical was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Intuitive Surgical made up 0.45% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #55 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Intuitive Surgical in Q2 2022 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's Intuitive Surgical position peaked at $1.97M in Q2 2024.
2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.