Oppenheimer Asset Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.4M | Sell |
65,883
-5,194
| -7% | -$2.63M | 0.35% | 68 |
|
|
2025
Q4 | $40.3M | Buy |
71,077
+16,119
| +29% | +$8.58M | 0.49% | 41 |
|
|
2025
Q3 | $24.6M | Buy |
54,958
+1,650
| +3% | +$792K | 0.27% | 83 |
|
|
2025
Q2 | $29M | Buy |
53,308
+610
| +1% | +$319K | 0.33% | 71 |
|
|
2025
Q1 | $26.1M | Sell |
52,698
-717
| -1% | -$397K | 0.32% | 76 |
|
|
2024
Q4 | $27.9M | Sell |
53,415
-2,740
| -5% | -$1.43M | 0.34% | 69 |
|
|
2024
Q3 | $27.6M | Buy |
56,155
+1,122
| +2% | +$522K | 0.33% | 67 |
|
|
2024
Q2 | $24.5M | Buy |
55,033
+6,613
| +14% | +$2.63M | 0.31% | 74 |
|
|
2024
Q1 | $19.3M | Sell |
48,420
-5,822
| -11% | -$2.2M | 0.28% | 76 |
|
|
2023
Q4 | $18.3M | Sell |
54,242
-2,528
| -4% | -$754K | 0.25% | 89 |
|
|
2023
Q3 | $16.6M | Sell |
56,770
-1,970
| -3% | -$615K | 0.25% | 86 |
|
|
2023
Q2 | $20.1M | Sell |
58,740
-2,707
| -4% | -$819K | 0.3% | 68 |
|
|
2023
Q1 | $15.7M | Sell |
61,447
-364
| -0.6% | -$89.7K | 0.24% | 92 |
|
|
2022
Q4 | $16.4M | Buy |
61,811
+13,319
| +27% | +$3.25M | 0.26% | 84 |
|
|
2022
Q3 | $9.09M | Sell |
48,492
-38,013
| -44% | -$8.16M | 0.16% | 162 |
|
|
2022
Q2 | $17.4M | Sell |
86,505
-1,138
| -1% | -$267K | 0.29% | 77 |
|
|
2022
Q1 | $26.4M | Buy |
87,643
+3,995
| +5% | +$1.17M | 0.38% | 57 |
|
|
2021
Q4 | $30.1M | Buy |
83,648
+6,980
| +9% | +$2.4M | 0.4% | 48 |
|
|
2021
Q3 | $25.4M | Sell |
76,668
-570
| -0.7% | -$191K | 0.36% | 60 |
|
|
2021
Q2 | $23.7M | Buy |
77,238
+1,989
| +3% | +$558K | 0.34% | 63 |
|
|
2021
Q1 | $18.5M | Sell |
75,249
-1,416
| -2% | -$356K | 0.29% | 78 |
|
|
2020
Q4 | $20.9M | Buy |
76,665
+3,402
| +5% | +$845K | 0.35% | 64 |
|
|
2020
Q3 | $17.3M | Buy |
73,263
+38,910
| +113% | +$8.74M | 0.34% | 64 |
|
|
2020
Q2 | $6.53M | Buy |
34,353
+723
| +2% | +$130K | 0.13% | 177 |
|
|
2020
Q1 | $5.55M | Sell |
33,630
-17,799
| -35% | -$3.26M | 0.14% | 179 |
|
|
2019
Q4 | $10.1M | Sell |
51,429
-1,278
| -2% | -$239K | 0.21% | 119 |
|
|
2019
Q3 | $9.49M | Sell |
52,707
-1,059
| -2% | -$183K | 0.21% | 120 |
|
|
2019
Q2 | $9.4M | Sell |
53,766
-378
| -0.7% | -$64.8K | 0.21% | 113 |
|
|
2019
Q1 | $10.3M | Buy |
54,144
+9,039
| +20% | +$1.61M | 0.23% | 105 |
|
|
2018
Q4 | $7.2M | Buy |
45,105
+21,189
| +89% | +$3.59M | 0.18% | 132 |
|
|
2018
Q3 | $4.58M | Buy |
23,916
+885
| +4% | +$157K | 0.1% | 238 |
|
|
2018
Q2 | $3.67M | Buy |
+23,031
| New | +$3.51M | 0.09% | 270 |
|
|
2017
Q4 | – | Sell |
-216
| Closed | -$25K | – | 1268 |
|
|
2017
Q3 | $25K | Sell |
216
-1,071
| -83% | -$117K | ﹤0.01% | 1473 |
|
|
2017
Q2 | $134K | Sell |
1,287
-936
| -42% | -$90K | ﹤0.01% | 1127 |
|
|
2017
Q1 | $190K | Buy |
+2,223
| New | +$176K | 0.01% | 1059 |
|
Other funds holding ISRG
VCM
VPM
Oppenheimer Asset Management's ISRG Position: Q1 2026 in Review
Oppenheimer Asset Management reduced its Intuitive Surgical (ISRG) stake by 7.3% in Q1 2026, selling an estimated $2.63M and leaving 65,883 shares worth $30.4M. The position accounts for 0.35% of the portfolio, ranked #68.
Oppenheimer Asset Management first reported a position in ISRG in Q1 2017 and has held it in 35 quarters since. The position peaked at $40.3M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Oppenheimer Asset Management held 65,883 shares of Intuitive Surgical worth $30.4M as of Q1 2026.
- Oppenheimer Asset Management sold 5,194 Intuitive Surgical shares in Q1 2026, an estimated $2.63M.
- Intuitive Surgical made up 0.35% of Oppenheimer Asset Management's portfolio in Q1 2026, its #68 holding.
- Oppenheimer Asset Management first reported a position in Intuitive Surgical in Q1 2017 and has held it in 35 quarters since.
- Oppenheimer Asset Management's Intuitive Surgical position peaked at $40.3M in Q4 2025.
- 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.