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Orion Capital Management’s Intuitive Surgical ISRG Stock Holding History

Orion Capital Management’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 		$3.61M Sell
9,071
-533
-6% -$233K 1.12% 19
2026
Q1 		$4.43M Buy
9,604
+470
+5% +$238K 1.53% 13
2025
Q4 		$5.17M Sell
9,134
-300
-3% -$160K 1.74% 11
2025
Q3 		$4.22M Sell
9,434
-65
-0.7% -$31.2K 1.47% 14
2025
Q2 		$5.16M Sell
9,499
-170
-2% -$88.9K 1.96% 10
2025
Q1 		$4.79M Sell
9,669
-120
-1% -$66.4K 2.02% 9
2024
Q4 		$5.11M Sell
9,789
-40
-0.4% -$20.8K 2.24% 8
2024
Q3 		$4.83M Hold
9,829
– – 2.34% 9
2024
Q2 		$4.37M Sell
9,829
-100
-1% -$39.8K 2.29% 10
2024
Q1 		$3.96M Sell
9,929
-180
-2% -$68K 2.1% 10
2023
Q4 		$3.41M Sell
10,109
-450
-4% -$134K 2% 14
2023
Q3 		$3.09M Sell
10,559
-1,100
-9% -$344K 2% 14
2023
Q2 		$3.99M Sell
11,659
-1,139
-9% -$345K 2.62% 9
2023
Q1 		$3.27M Sell
12,798
-65
-0.5% -$16K 2.19% 12
2022
Q4 		$3.41M Sell
12,863
-250
-2% -$61K 2.5% 10
2022
Q3 		$2.46M Hold
13,113
– – 1.98% 15
2022
Q2 		$2.63M Sell
13,113
-700
-5% -$164K 2.04% 12
2022
Q1 		$4.17M Buy
13,813
+93
+0.7% +$27.2K 2.51% 10
2021
Q4 		$4.93M Sell
13,720
-35
-0.3% -$12K 2.8% 8
2021
Q3 		$4.56M Sell
13,755
-225
-2% -$75.6K 2.76% 6
2021
Q2 		$4.29M Sell
13,980
-90
-0.6% -$25.2K 2.67% 8
2021
Q1 		$3.47M Sell
14,070
-30
-0.2% -$7.55K 2.42% 10
2020
Q4 		$3.85M Buy
+14,100
New +$3.5M 2.84% 7

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

Orion Capital Management's ISRG Position: Q2 2026 in Review

Orion Capital Management reduced its Intuitive Surgical (ISRG) stake by 5.5% in Q2 2026, selling an estimated $233K and leaving 9,071 shares worth $3.61M. The position accounts for 1.12% of the portfolio, ranked #19.

Orion Capital Management first reported a position in ISRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.17M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Orion Capital Management held 9,071 shares of Intuitive Surgical worth $3.61M as of Q2 2026.
  • Orion Capital Management sold 533 Intuitive Surgical shares in Q2 2026, an estimated $233K.
  • Intuitive Surgical made up 1.12% of Orion Capital Management's portfolio in Q2 2026, its #19 holding.
  • Orion Capital Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 23 quarters since.
  • Orion Capital Management's Intuitive Surgical position peaked at $5.17M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.