OIA
ISRG icon

OneDigital Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

OneDigital Investment Advisors’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 		$1.45M Sell
3,656
-869
-19% -$380K 0.01% 609
2026
Q1 		$2.09M Sell
4,525
-886
-16% -$448K 0.02% 467
2025
Q4 		$3.06M Buy
5,411
+127
+2% +$67.6K 0.03% 370
2025
Q3 		$2.36M Sell
5,284
-15,297
-74% -$7.34M 0.02% 400
2025
Q2 		$11.2M Buy
20,581
+5,046
+32% +$2.64M 0.12% 148
2025
Q1 		$7.69M Buy
15,535
+588
+4% +$325K 0.09% 181
2024
Q4 		$7.8M Buy
14,947
+118
+0.8% +$61.5K 0.09% 174
2024
Q3 		$7.29M Sell
14,829
-7,823
-35% -$3.64M 0.08% 189
2024
Q2 		$10.1M Sell
22,652
-2,387
-10% -$951K 0.13% 140
2024
Q1 		$9.99M Buy
25,039
+3,584
+17% +$1.35M 0.16% 123
2023
Q4 		$7.24M Buy
21,455
+4,688
+28% +$1.4M 0.13% 149
2023
Q3 		$4.9M Buy
16,767
+2,728
+19% +$852K 0.11% 151
2023
Q2 		$4.8M Sell
14,039
-227
-2% -$68.7K 0.11% 154
2023
Q1 		$3.64M Buy
14,266
+2,710
+23% +$668K 0.09% 177
2022
Q4 		$3.07M Buy
11,556
+4,132
+56% +$1.01M 0.09% 186
2022
Q3 		$1.39M Buy
+7,424
New +$1.59M 0.05% 241
2022
Q2 		– Sell
-677
Closed -$204K – 760
2022
Q1 		$204K Buy
+677
New +$198K 0.01% 703
2021
Q1 		– Sell
-999
Closed -$272K – 732
2020
Q4 		$272K Buy
+999
New +$248K 0.01% 516
2019
Q3 		– Sell
-30
Closed -$5K – 854
2019
Q2 		$5K Sell
30
-84
-74% -$14.4K ﹤0.01% 1047
2019
Q1 		$22K Buy
114
+99
+660% +$17.6K ﹤0.01% 699
2018
Q4 		$2K Sell
15
-222
-94% -$37.6K ﹤0.01% 1035
2018
Q3 		$45K Buy
237
+87
+58% +$15.4K 0.01% 433
2018
Q2 		$24K Hold
150
– – 0.01% 744
2018
Q1 		$21K Buy
+150
New +$20.9K ﹤0.01% 803

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 $3.37T AUM 44.26% 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

OneDigital Investment Advisors's ISRG Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 19% in Q2 2026, selling an estimated $380K and leaving 3,656 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #609.

OneDigital Investment Advisors first reported a position in ISRG in Q1 2018 and has held it in 24 quarters since. The position peaked at $11.2M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • OneDigital Investment Advisors held 3,656 shares of Intuitive Surgical worth $1.45M as of Q2 2026.
  • OneDigital Investment Advisors sold 869 Intuitive Surgical shares in Q2 2026, an estimated $380K.
  • Intuitive Surgical made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #609 holding.
  • OneDigital Investment Advisors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 24 quarters since.
  • OneDigital Investment Advisors's Intuitive Surgical position peaked at $11.2M in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.