Oppenheimer & Co’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 | $10.4M | Buy |
22,621
+2,991
| +15% | +$1.51M | 0.13% | 169 |
|
|
2025
Q4 | $11.1M | Sell |
19,630
-1,877
| -9% | -$999K | 0.16% | 146 |
|
|
2025
Q3 | $9.62M | Sell |
21,507
-440
| -2% | -$211K | 0.12% | 184 |
|
|
2025
Q2 | $11.9M | Buy |
21,947
+1,724
| +9% | +$901K | 0.16% | 142 |
|
|
2025
Q1 | $10M | Buy |
20,223
+2,438
| +14% | +$1.35M | 0.15% | 148 |
|
|
2024
Q4 | $9.28M | Sell |
17,785
-560
| -3% | -$292K | 0.14% | 152 |
|
|
2024
Q3 | $9.01M | Sell |
18,345
-720
| -4% | -$335K | 0.14% | 164 |
|
|
2024
Q2 | $8.48M | Sell |
19,065
-1,797
| -9% | -$716K | 0.13% | 162 |
|
|
2024
Q1 | $8.33M | Buy |
20,862
+6,960
| +50% | +$2.63M | 0.14% | 167 |
|
|
2023
Q4 | $4.69M | Buy |
13,902
+1,597
| +13% | +$476K | 0.09% | 269 |
|
|
2023
Q3 | $3.6M | Buy |
12,305
+2,873
| +30% | +$897K | 0.07% | 301 |
|
|
2023
Q2 | $3.23M | Buy |
9,432
+2,141
| +29% | +$648K | 0.06% | 334 |
|
|
2023
Q1 | $1.86M | Buy |
7,291
+110
| +2% | +$27.1K | 0.04% | 466 |
|
|
2022
Q4 | $1.91M | Sell |
7,181
-4,200
| -37% | -$1.02M | 0.04% | 460 |
|
|
2022
Q3 | $2.13M | Buy |
11,381
+1,411
| +14% | +$303K | 0.05% | 410 |
|
|
2022
Q2 | $2M | Sell |
9,970
-3,265
| -25% | -$766K | 0.04% | 460 |
|
|
2022
Q1 | $3.99M | Sell |
13,235
-522
| -4% | -$152K | 0.07% | 323 |
|
|
2021
Q4 | $4.94M | Sell |
13,757
-196
| -1% | -$67.4K | 0.09% | 271 |
|
|
2021
Q3 | $4.62M | Buy |
13,953
+702
| +5% | +$236K | 0.09% | 269 |
|
|
2021
Q2 | $4.06M | Buy |
13,251
+990
| +8% | +$278K | 0.07% | 318 |
|
|
2021
Q1 | $3.02M | Sell |
12,261
-2,520
| -17% | -$634K | 0.06% | 355 |
|
|
2020
Q4 | $4.03M | Buy |
14,781
+5,949
| +67% | +$1.48M | 0.09% | 270 |
|
|
2020
Q3 | $2.09M | Buy |
8,832
+3,168
| +56% | +$711K | 0.05% | 378 |
|
|
2020
Q2 | $1.08M | Sell |
5,664
-1,437
| -20% | -$258K | 0.03% | 551 |
|
|
2020
Q1 | $1.17M | Sell |
7,101
-4,350
| -38% | -$797K | 0.04% | 471 |
|
|
2019
Q4 | $2.26M | Buy |
11,451
+420
| +4% | +$78.6K | 0.06% | 380 |
|
|
2019
Q3 | $1.99M | Sell |
11,031
-864
| -7% | -$149K | 0.05% | 397 |
|
|
2019
Q2 | $2.08M | Sell |
11,895
-16,443
| -58% | -$2.82M | 0.06% | 389 |
|
|
2019
Q1 | $5.39M | Buy |
28,338
+12,189
| +75% | +$2.17M | 0.14% | 156 |
|
|
2018
Q4 | $2.58M | Sell |
16,149
-6,486
| -29% | -$1.1M | 0.08% | 279 |
|
|
2018
Q3 | $4.33M | Buy |
22,635
+6,948
| +44% | +$1.23M | 0.11% | 202 |
|
|
2018
Q2 | $2.5M | Sell |
15,687
-2,304
| -13% | -$351K | 0.07% | 333 |
|
|
2018
Q1 | $2.48M | Buy |
17,991
+1,908
| +12% | +$266K | 0.06% | 340 |
|
|
2017
Q4 | $1.96M | Buy |
16,083
+1,863
| +13% | +$233K | 0.05% | 398 |
|
|
2017
Q3 | $1.65M | Buy |
14,220
+6,606
| +87% | +$720K | 0.04% | 438 |
|
|
2017
Q2 | $791K | Sell |
7,614
-1,701
| -18% | -$163K | 0.02% | 677 |
|
|
2017
Q1 | $793K | Buy |
9,315
+3,375
| +57% | +$267K | 0.02% | 648 |
|
|
2016
Q4 | $419K | Buy |
5,940
+2,187
| +58% | +$161K | 0.01% | 867 |
|
|
2016
Q3 | $302K | Buy |
3,753
+342
| +10% | +$26.2K | 0.01% | 984 |
|
|
2016
Q2 | $251K | Buy |
+3,411
| New | +$240K | 0.01% | 1027 |
|
|
2014
Q1 | – | Sell |
-16,281
| Closed | -$695K | – | 1440 |
|
|
2013
Q4 | $695K | Sell |
16,281
-8,208
| -34% | -$345K | 0.02% | 700 |
|
|
2013
Q3 | $1.02M | Buy |
24,489
+7,083
| +41% | +$313K | 0.04% | 525 |
|
|
2013
Q2 | $979K | Buy |
+17,406
| New | +$959K | 0.04% | 524 |
|
Other funds holding ISRG
VCM
VPM
Oppenheimer & Co's ISRG Position: Q1 2026 in Review
Oppenheimer & Co increased its Intuitive Surgical (ISRG) stake by 15% in Q1 2026, buying an estimated $1.51M and bringing the position to 22,621 shares worth $10.4M. The position accounts for 0.13% of the portfolio, ranked #169.
Oppenheimer & Co first reported a position in ISRG in Q2 2013 and has held it in 43 quarters since. The position peaked at $11.9M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Oppenheimer & Co held 22,621 shares of Intuitive Surgical worth $10.4M as of Q1 2026.
- Oppenheimer & Co bought 2,991 Intuitive Surgical shares in Q1 2026, an estimated $1.51M.
- Intuitive Surgical made up 0.13% of Oppenheimer & Co's portfolio in Q1 2026, its #169 holding.
- Oppenheimer & Co first reported a position in Intuitive Surgical in Q2 2013 and has held it in 43 quarters since.
- Oppenheimer & Co's Intuitive Surgical position peaked at $11.9M in Q2 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.