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Orser Capital Management’s Intuitive Surgical ISRG Stock Holding History

Orser 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 		$849K Buy
+2,135
New +$933K 0.42% 49
2025
Q4 		– Sell
-2,191
Closed -$980K – 64
2025
Q3 		$980K Buy
+2,191
New +$1.05M 0.52% 49
2025
Q2 		– Sell
-2,421
Closed -$1.2M – 51
2025
Q1 		$1.2M Buy
+2,421
New +$1.34M 0.88% 31
2022
Q2 		– Sell
-10,732
Closed -$3.24M – 62
2022
Q1 		$3.24M Sell
10,732
-418
-4% -$122K 1.98% 22
2021
Q4 		$4.01M Sell
11,150
-403
-3% -$139K 2.02% 15
2021
Q3 		$3.83M Buy
11,553
+210
+2% +$70.5K 2.11% 16
2021
Q2 		$3.48M Buy
11,343
+159
+1% +$44.6K 1.79% 19
2021
Q1 		$2.75M Sell
11,184
-690
-6% -$174K 1.79% 23
2020
Q4 		$3.24M Buy
11,874
+2,250
+23% +$559K 2.05% 16
2020
Q3 		$2.28M Buy
+9,624
New +$2.16M 1.8% 20

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Orser Capital Management opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 2,135 shares worth $849K. The stake represents 0.42% of the portfolio and ranks #49 among its holdings. This is a return to the name: Orser Capital Management previously reported a position in ISRG as recently as Q3 2025.

Orser Capital Management first reported a position in ISRG in Q3 2020 and has held it in 10 quarters since. The position peaked at $4.01M in Q4 2021. 1,330 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Orser Capital Management held 2,135 shares of Intuitive Surgical worth $849K as of Q2 2026.
  • Intuitive Surgical was a new Orser Capital Management position in Q2 2026.
  • Intuitive Surgical made up 0.42% of Orser Capital Management's portfolio in Q2 2026, its #49 holding.
  • Orser Capital Management first reported a position in Intuitive Surgical in Q3 2020 and has held it in 10 quarters since.
  • Orser Capital Management's Intuitive Surgical position peaked at $4.01M in Q4 2021.
  • 1,330 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Orser Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.