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	$6.3K	Hold	1	–	–	﹤0.01%	6560
2025 Q4	$14K	Hold	1	–	–	﹤0.01%	6115
2025 Q3	$7.73K	Hold	1	–	–	﹤0.01%	6518
2025 Q2	$13.9K	Hold	1	–	–	﹤0.01%	5962
2025 Q1	$11.5K	Sell	1 -1	-50%	-$553	﹤0.01%	5715
2024 Q4	$16.4K	Sell	2 -5	-71%	-$2.6K	﹤0.01%	5477
2024 Q3	$18.7K	Buy	7 +1	+17%	+$466	﹤0.01%	5428
2024 Q2	$11.7K	Hold	6	–	–	﹤0.01%	5691
2024 Q1	$8.6K	Buy	+6	New	+$2.27K	﹤0.01%	5839
2023 Q4	–	Sell	-1	Closed	-$4.49K	–	7388
2023 Q3	$4.49K	Hold	1	–	–	﹤0.01%	6321
2023 Q2	$9.4K	Hold	1	–	–	﹤0.01%	6000
2023 Q1	$3.2K	Hold	1	–	–	﹤0.01%	6534
2022 Q4	$5K	Hold	1	–	–	﹤0.01%	6281
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	7003
2022 Q2	$2K	Hold	1	–	–	﹤0.01%	6886
2022 Q1	$8K	Sell	1 -2	-67%	-$584	﹤0.01%	6268
2021 Q4	$17K	Buy	+3	New	+$1.03K	﹤0.01%	5900
2020 Q2	–	Sell	-9	Closed	-$19K	–	6215
2020 Q1	$19K	Buy	+9	New	+$1.65K	﹤0.01%	4664

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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.