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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
Q1 		– Sell
-200
Closed -$113K – 513
2025
Q4 		$113K Buy
+200
New +$106K 0.04% 193

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

Orion Capital Management's ISRG Position: Q1 2026 in Review

Orion Capital Management increased its Intuitive Surgical (ISRG) stake by 5.1% in Q1 2026, buying an estimated $238K and bringing the position to 9,604 shares worth $4.43M. The position accounts for 1.53% of the portfolio, ranked #13.

Orion Capital Management first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.17M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Orion Capital Management held 9,604 shares of Intuitive Surgical worth $4.43M as of Q1 2026.
  • Orion Capital Management bought 470 Intuitive Surgical shares in Q1 2026, an estimated $238K.
  • Intuitive Surgical made up 1.53% of Orion Capital Management's portfolio in Q1 2026, its #13 holding.
  • Orion Capital Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
  • Orion Capital Management's Intuitive Surgical position peaked at $5.17M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.