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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
Q2 		$146K Hold
368
– – 0.01% 144
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Osterweis Capital Management's ISRG Position: Q2 2026 in Review

Osterweis Capital Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 368 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #144.

Osterweis Capital Management first reported a position in ISRG in Q3 2022 and has held it in 9 quarters since. The position peaked at $225K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Osterweis Capital Management held 368 shares of Intuitive Surgical worth $146K as of Q2 2026.
  • Osterweis Capital Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.01% of Osterweis Capital Management's portfolio in Q2 2026, its #144 holding.
  • Osterweis Capital Management first reported a position in Intuitive Surgical in Q3 2022 and has held it in 9 quarters since.
  • Osterweis Capital Management's Intuitive Surgical position peaked at $225K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.