Osaic Holdings
ISRG icon

Osaic Holdings’s Intuitive Surgical ISRG Stock Holding History

Osaic Holdings’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 		$43.8M Buy
94,978
+3,368
+4% +$1.7M 0.06% 325
2025
Q4 		$51.9M Sell
91,610
-21,358
-19% -$11.4M 0.08% 259
2025
Q3 		$50.9M Buy
112,968
+56,363
+100% +$27M 0.07% 282
2025
Q2 		$30.5M Buy
56,605
+290
+0.5% +$152K 0.05% 358
2025
Q1 		$27.9M Sell
56,315
-8,887
-14% -$4.91M 0.06% 317
2024
Q4 		$22.3M Sell
65,202
-3,734
-5% -$1.94M 0.05% 367
2024
Q3 		$33.9M Buy
68,936
+2,622
+4% +$1.22M 0.08% 262
2024
Q2 		$29.5M Sell
66,314
-26,178
-28% -$10.4M 0.07% 285
2024
Q1 		$36.9M Sell
92,492
-44,490
-32% -$16.8M 0.08% 236
2023
Q4 		$46.2M Sell
136,982
-19,617
-13% -$5.85M 0.08% 230
2023
Q3 		$45.8M Buy
156,599
+37,170
+31% +$11.6M 0.07% 269
2023
Q2 		$40.8M Sell
119,429
-4,585
-4% -$1.39M 0.07% 237
2023
Q1 		$31.7M Sell
124,014
-515
-0.4% -$127K 0.06% 295
2022
Q4 		$33M Buy
124,529
+4,162
+3% +$1.01M 0.07% 280
2022
Q3 		$22.6M Sell
120,367
-4,216
-3% -$905K 0.05% 341
2022
Q2 		$25M Buy
124,583
+3,947
+3% +$926K 0.06% 315
2022
Q1 		$40.8M Sell
120,636
-11,989
-9% -$3.5M 0.08% 246
2021
Q4 		$47.7M Buy
132,625
+13,519
+11% +$4.65M 0.09% 219
2021
Q3 		$39.5M Buy
119,106
+5,427
+5% +$1.82M 0.08% 237
2021
Q2 		$34.9M Buy
113,679
+8,457
+8% +$2.37M 0.08% 266
2021
Q1 		$25.9M Buy
105,222
+31,062
+42% +$7.81M 0.06% 301
2020
Q4 		$20.2M Buy
74,160
+1,857
+3% +$461K 0.05% 313
2020
Q3 		$17M Buy
72,303
+8,619
+14% +$1.94M 0.05% 324
2020
Q2 		$12.1M Sell
63,684
-188,511
-75% -$33.8M 0.04% 383
2020
Q1 		$9.98M Buy
+252,195
New +$46.2M 0.04% 377

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

Osaic Holdings's ISRG Position: Q1 2026 in Review

Osaic Holdings increased its Intuitive Surgical (ISRG) stake by 3.7% in Q1 2026, buying an estimated $1.7M and bringing the position to 94,978 shares worth $43.8M. The position accounts for 0.06% of the portfolio, ranked #325.

Osaic Holdings first reported a position in ISRG in Q1 2020 and has held it in 25 quarters since. The position peaked at $51.9M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Osaic Holdings held 94,978 shares of Intuitive Surgical worth $43.8M as of Q1 2026.
  • Osaic Holdings bought 3,368 Intuitive Surgical shares in Q1 2026, an estimated $1.7M.
  • Intuitive Surgical made up 0.06% of Osaic Holdings's portfolio in Q1 2026, its #325 holding.
  • Osaic Holdings first reported a position in Intuitive Surgical in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Intuitive Surgical position peaked at $51.9M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.