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O'Neil Global Advisors’s Intuitive Surgical ISRG Stock Holding History

O'Neil Global 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
Q1 		– Sell
-600
Closed -$340K – 29
2025
Q4 		$340K Buy
+600
New +$319K 0.12% 44
2023
Q3 		– Sell
-18,595
Closed -$6.36M – 77
2023
Q2 		$6.36M Buy
+18,595
New +$5.63M 1.32% 17

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

O'Neil Global Advisors's ISRG Position: Q1 2026 in Review

O'Neil Global Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 600 shares — an estimated $340K sold.

O'Neil Global Advisors first reported a position in ISRG in Q2 2023 and held it in 2 quarters. The position peaked at $6.36M in Q2 2023. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • O'Neil Global Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • O'Neil Global Advisors sold 600 Intuitive Surgical shares in Q1 2026, an estimated $340K.
  • O'Neil Global Advisors first reported a position in Intuitive Surgical in Q2 2023 and held it in 2 quarters.
  • O'Neil Global Advisors's Intuitive Surgical position peaked at $6.36M in Q2 2023.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on O'Neil Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.