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Optas LLC’s Intuitive Surgical ISRG Stock Holding History

Optas LLC’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 		$437K Sell
1,100
-898
-45% -$392K 0.06% 215
2026
Q1 		$921K Buy
1,998
+495
+33% +$250K 0.14% 87
2025
Q4 		$851K Buy
1,503
+528
+54% +$281K 0.13% 94
2025
Q3 		$436K Buy
975
+256
+36% +$123K 0.07% 178
2025
Q2 		$391K Sell
719
-2
-0.3% -$1.05K 0.07% 173
2025
Q1 		$357K Sell
721
-74
-9% -$40.9K 0.06% 166
2024
Q4 		$415K Buy
795
+144
+22% +$75K 0.09% 134
2024
Q3 		$320K Buy
651
+77
+13% +$35.8K 0.07% 159
2024
Q2 		$255K Buy
574
+22
+4% +$8.76K 0.07% 167
2024
Q1 		$220K Buy
+552
New +$209K 0.06% 181

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Optas LLC's ISRG Position: Q2 2026 in Review

Optas LLC reduced its Intuitive Surgical (ISRG) stake by 45% in Q2 2026, selling an estimated $392K and leaving 1,100 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #215.

Optas LLC first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $921K in Q1 2026. 555 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Optas LLC held 1,100 shares of Intuitive Surgical worth $437K as of Q2 2026.
  • Optas LLC sold 898 Intuitive Surgical shares in Q2 2026, an estimated $392K.
  • Intuitive Surgical made up 0.06% of Optas LLC's portfolio in Q2 2026, its #215 holding.
  • Optas LLC first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Optas LLC's Intuitive Surgical position peaked at $921K in Q1 2026.
  • 555 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.