Osterweis Capital Management’s Intuitive Surgical ISRG Stock Holding History

Osterweis Capital Management’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	$170K	Sell	368 -30	-8%	-$15.2K	0.01%	134
2025 Q4	$225K	Buy	398 +30	+8%	+$16K	0.01%	133
2025 Q3	$165K	Hold	368	–	–	0.01%	150
2025 Q2	$200K	Buy	+368	New	+$192K	0.01%	138
2025 Q1	–	Sell	-40	Closed	-$20.9K	–	348
2024 Q4	$20.9K	Sell	40 -137	-77%	-$71.4K	﹤0.01%	187
2024 Q3	$87K	Hold	177	–	–	﹤0.01%	159
2024 Q2	$78.7K	Buy	+177	New	+$70.5K	﹤0.01%	158
2022 Q4	–	Sell	-35	Closed	-$7K	–	246
2022 Q3	$7K	Buy	+35	New	+$7.52K	﹤0.01%	210

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

Osterweis Capital Management's ISRG Position: Q1 2026 in Review

Osterweis Capital Management reduced its Intuitive Surgical (ISRG) stake by 7.5% in Q1 2026, selling an estimated $15.2K and leaving 368 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #134.

Osterweis Capital Management first reported a position in ISRG in Q3 2022 and has held it in 8 quarters since. The position peaked at $225K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Osterweis Capital Management held 368 shares of Intuitive Surgical worth $170K as of Q1 2026.
Osterweis Capital Management sold 30 Intuitive Surgical shares in Q1 2026, an estimated $15.2K.
Intuitive Surgical made up 0.01% of Osterweis Capital Management's portfolio in Q1 2026, its #134 holding.
Osterweis Capital Management first reported a position in Intuitive Surgical in Q3 2022 and has held it in 8 quarters since.
Osterweis Capital Management's Intuitive Surgical position peaked at $225K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.