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
$756K Buy
+1,900
New +$830K ﹤0.01% 1397

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.