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Ostrum Asset Management’s Intuitive Surgical ISRG Stock Holding History

Ostrum Asset 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 		$354K Sell
891
-327
-27% -$143K 0.02% 421
2026
Q1 		$561K Sell
1,218
-5,476
-82% -$2.77M 0.03% 303
2025
Q4 		$3.79M Sell
6,694
-8,673
-56% -$4.62M 0.18% 78
2025
Q3 		$6.87M Buy
15,367
+2,995
+24% +$1.44M 0.31% 50
2025
Q2 		$6.72M Buy
12,372
+5,690
+85% +$2.98M 0.32% 51
2025
Q1 		$3.31M Sell
6,682
-306
-4% -$169K 0.17% 106
2024
Q4 		$3.65M Buy
6,988
+87
+1% +$45.3K 0.32% 79
2024
Q3 		$3.39M Sell
6,901
-562
-8% -$262K 0.28% 107
2024
Q2 		$3.32M Sell
7,463
-313
-4% -$125K 0.29% 94
2024
Q1 		$3.1M Sell
7,776
-878
-10% -$332K 0.25% 121
2023
Q4 		$2.92M Buy
8,654
+928
+12% +$277K 0.25% 124
2023
Q3 		$2.26M Buy
7,726
+3,792
+96% +$1.18M 0.21% 158
2023
Q2 		$1.35M Buy
3,934
+815
+26% +$247K 0.11% 247
2023
Q1 		$797K Buy
+3,119
New +$768K 0.07% 352
2020
Q2 		– Sell
-5,400
Closed -$891K – 71
2020
Q1 		$891K Sell
5,400
-3,600
-40% -$659K 0.61% 36
2019
Q4 		$1.77M Buy
9,000
+4,500
+100% +$843K 0.84% 28
2019
Q3 		$810K Sell
4,500
-8,952
-67% -$1.55M 0.41% 51
2019
Q2 		$2.35M Buy
13,452
+3,852
+40% +$660K 0.65% 48
2019
Q1 		$1.83M Hold
9,600
– – 0.6% 42
2018
Q4 		$1.53M Buy
+9,600
New +$1.63M 0.6% 40

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

Ostrum Asset Management's ISRG Position: Q2 2026 in Review

Ostrum Asset Management reduced its Intuitive Surgical (ISRG) stake by 27% in Q2 2026, selling an estimated $143K and leaving 891 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #421.

Ostrum Asset Management first reported a position in ISRG in Q4 2018 and has held it in 20 quarters since. The position peaked at $6.87M in Q3 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ostrum Asset Management held 891 shares of Intuitive Surgical worth $354K as of Q2 2026.
  • Ostrum Asset Management sold 327 Intuitive Surgical shares in Q2 2026, an estimated $143K.
  • Intuitive Surgical made up 0.02% of Ostrum Asset Management's portfolio in Q2 2026, its #421 holding.
  • Ostrum Asset Management first reported a position in Intuitive Surgical in Q4 2018 and has held it in 20 quarters since.
  • Ostrum Asset Management's Intuitive Surgical position peaked at $6.87M in Q3 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.