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 Q2	$2.48K	Hold	1	–	–	﹤0.01%	7206
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Osaic Holdings's ISRG Position: Q2 2026 in Review

Osaic Holdings increased its Intuitive Surgical (ISRG) stake by 8.7% in Q2 2026, buying an estimated $3.6M and bringing the position to 103,222 shares worth $41M. The position accounts for 0.05% of the portfolio, ranked #396.

Osaic Holdings first reported a position in ISRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $51.9M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Osaic Holdings held 103,222 shares of Intuitive Surgical worth $41M as of Q2 2026.
Osaic Holdings bought 8,244 Intuitive Surgical shares in Q2 2026, an estimated $3.6M.
Intuitive Surgical made up 0.05% of Osaic Holdings's portfolio in Q2 2026, its #396 holding.
Osaic Holdings first reported a position in Intuitive Surgical in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's Intuitive Surgical position peaked at $51.9M in Q4 2025.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.