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Omega Financial Group’s Intuitive Surgical ISRG Stock Holding History

Omega Financial 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
2026
Q1 		– Sell
-391
Closed -$221K – 109
2025
Q4 		$221K Buy
+391
New +$208K 0.07% 94
2025
Q3 		– Sell
-381
Closed -$207K – 115
2025
Q2 		$207K Buy
+381
New +$199K 0.07% 92

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

Omega Financial Group's ISRG Position: Q1 2026 in Review

Omega Financial Group sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 391 shares — an estimated $221K sold.

Omega Financial Group first reported a position in ISRG in Q2 2025 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Omega Financial Group reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Omega Financial Group sold 391 Intuitive Surgical shares in Q1 2026, an estimated $221K.
  • Omega Financial Group first reported a position in Intuitive Surgical in Q2 2025 and held it in 2 quarters.
  • Omega Financial Group's Intuitive Surgical position peaked at $221K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Omega Financial Group's 13F filing for Q1 2026, filed 12 May 2026.