OMC
ISRG icon

Overbrook Management Corp’s Intuitive Surgical ISRG Stock Holding History

Overbrook Management Corp’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
Q3 		– Sell
-903
Closed -$359K – 64
2026
Q2 		$359K Buy
+903
New +$395K 0.05% 55

Other funds holding ISRG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Overbrook Management Corp's ISRG Position: Q3 2026 in Review

Overbrook Management Corp sold out of Intuitive Surgical (ISRG) in Q3 2026, closing a stake of 903 shares — an estimated $359K sold.

Overbrook Management Corp first reported a position in ISRG in Q2 2026 and held it in 1 quarter. The position peaked at $359K in Q2 2026. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Overbrook Management Corp reported no remaining Intuitive Surgical position as of Q3 2026 after selling out during the quarter.
  • Overbrook Management Corp sold 903 Intuitive Surgical shares in Q3 2026, an estimated $359K.
  • Overbrook Management Corp first reported a position in Intuitive Surgical in Q2 2026 and held it in 1 quarter.
  • Overbrook Management Corp's Intuitive Surgical position peaked at $359K in Q2 2026.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Overbrook Management Corp's 13F filing for Q3 2026, filed 8 Oct 2026.