O'Shaughnessy Asset Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.4M | Sell |
68,919
-15,507
| -18% | -$6.77M | 0.13% | 171 |
|
|
2026
Q1 | $38.9M | Buy |
84,426
+22,234
| +36% | +$11.2M | 0.19% | 110 |
|
|
2025
Q4 | $35.2M | Buy |
62,192
+10,031
| +19% | +$5.34M | 0.19% | 108 |
|
|
2025
Q3 | $23.3M | Sell |
52,161
-3,614
| -6% | -$1.73M | 0.14% | 158 |
|
|
2025
Q2 | $30.3M | Buy |
55,775
+9,997
| +22% | +$5.23M | 0.21% | 97 |
|
|
2025
Q1 | $22.7M | Buy |
45,778
+3,241
| +8% | +$1.79M | 0.18% | 127 |
|
|
2024
Q4 | $22.2M | Buy |
42,537
+5,264
| +14% | +$2.74M | 0.19% | 115 |
|
|
2024
Q3 | $18.2M | Buy |
37,273
+3,086
| +9% | +$1.44M | 0.16% | 143 |
|
|
2024
Q2 | $15.2M | Buy |
34,187
+4,956
| +17% | +$1.97M | 0.16% | 139 |
|
|
2024
Q1 | $11.7M | Buy |
29,231
+4,973
| +21% | +$1.88M | 0.13% | 180 |
|
|
2023
Q4 | $8.18M | Buy |
24,258
+3,689
| +18% | +$1.1M | 0.11% | 215 |
|
|
2023
Q3 | $6.01M | Buy |
20,569
+5,132
| +33% | +$1.6M | 0.09% | 246 |
|
|
2023
Q2 | $5.28M | Buy |
15,437
+3,377
| +28% | +$1.02M | 0.08% | 263 |
|
|
2023
Q1 | $3.08M | Sell |
12,060
-2,024
| -14% | -$499K | 0.05% | 366 |
|
|
2022
Q4 | $3.74M | Buy |
14,084
+5,496
| +64% | +$1.34M | 0.06% | 312 |
|
|
2022
Q3 | $1.61M | Sell |
8,588
-125
| -1% | -$26.8K | 0.03% | 449 |
|
|
2022
Q2 | $1.75M | Buy |
8,713
+239
| +3% | +$56.1K | 0.03% | 419 |
|
|
2022
Q1 | $2.56M | Buy |
8,474
+1,650
| +24% | +$482K | 0.04% | 350 |
|
|
2021
Q4 | $2.45M | Sell |
6,824
-421
| -6% | -$145K | 0.04% | 334 |
|
|
2021
Q3 | $2.4M | Buy |
7,245
+2,082
| +40% | +$699K | 0.05% | 287 |
|
|
2021
Q2 | $1.58M | Buy |
5,163
+1,119
| +28% | +$314K | 0.03% | 373 |
|
|
2021
Q1 | $996K | Sell |
4,044
-72
| -2% | -$18.1K | 0.02% | 402 |
|
|
2020
Q4 | $1.12M | Buy |
4,116
+789
| +24% | +$196K | 0.03% | 325 |
|
|
2020
Q3 | $787K | Buy |
3,327
+930
| +39% | +$209K | 0.02% | 351 |
|
|
2020
Q2 | $455K | Buy |
2,397
+2,172
| +965% | +$389K | 0.01% | 422 |
|
|
2020
Q1 | $37K | Sell |
225
-348
| -61% | -$63.7K | ﹤0.01% | 828 |
|
|
2019
Q4 | $113K | Buy |
573
+570
| +19,000% | +$107K | ﹤0.01% | 758 |
|
|
2019
Q3 | $1K | Buy |
+3
| New | +$519 | ﹤0.01% | 910 |
|
|
2019
Q1 | – | Sell |
-5,997
| Closed | -$957K | – | 954 |
|
|
2018
Q4 | $957K | Sell |
5,997
-49,689
| -89% | -$8.42M | 0.02% | 254 |
|
|
2018
Q3 | $10.7M | Sell |
55,686
-22,392
| -29% | -$3.98M | 0.22% | 86 |
|
|
2018
Q2 | $12.4M | Sell |
78,078
-2,853
| -4% | -$435K | 0.26% | 81 |
|
|
2018
Q1 | $11.1M | Buy |
80,931
+4,044
| +5% | +$564K | 0.24% | 84 |
|
|
2017
Q4 | $9.35M | Buy |
76,887
+21,195
| +38% | +$2.65M | 0.22% | 85 |
|
|
2017
Q3 | $6.47M | Buy |
55,692
+41,373
| +289% | +$4.51M | 0.15% | 99 |
|
|
2017
Q2 | $1.49M | Buy |
+14,319
| New | +$1.38M | 0.04% | 244 |
|
|
2015
Q4 | – | Sell |
-250,488
| Closed | -$12.8M | – | 952 |
|
|
2015
Q3 | $12.8M | Sell |
250,488
-87,048
| -26% | -$4.93M | 0.27% | 86 |
|
|
2015
Q2 | $18.2M | Sell |
337,536
-10,611
| -3% | -$594K | 0.37% | 66 |
|
|
2015
Q1 | $19.5M | Buy |
348,147
+14,760
| +4% | +$835K | 0.38% | 65 |
|
|
2014
Q4 | $19.5M | Buy |
333,387
+5,850
| +2% | +$326K | 0.37% | 68 |
|
|
2014
Q3 | $16.8M | Buy |
+327,537
| New | +$16.3M | 0.31% | 75 |
|
Other funds holding ISRG
O'Shaughnessy Asset Management's ISRG Position: Q2 2026 in Review
O'Shaughnessy Asset Management reduced its Intuitive Surgical (ISRG) stake by 18% in Q2 2026, selling an estimated $6.77M and leaving 68,919 shares worth $27.4M. The position accounts for 0.13% of the portfolio, ranked #171.
O'Shaughnessy Asset Management first reported a position in ISRG in Q3 2014 and has held it in 40 quarters since. The position peaked at $38.9M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- O'Shaughnessy Asset Management held 68,919 shares of Intuitive Surgical worth $27.4M as of Q2 2026.
- O'Shaughnessy Asset Management sold 15,507 Intuitive Surgical shares in Q2 2026, an estimated $6.77M.
- Intuitive Surgical made up 0.13% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #171 holding.
- O'Shaughnessy Asset Management first reported a position in Intuitive Surgical in Q3 2014 and has held it in 40 quarters since.
- O'Shaughnessy Asset Management's Intuitive Surgical position peaked at $38.9M in Q1 2026.
- 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.