Pin Oak Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Pin Oak Investment Advisors’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	$35K	Buy	89 +1	+1%	+$437	0.02%	251
2026 Q1	$41K	Sell	88 -66	-43%	-$33.4K	0.03%	229
2025 Q4	$75K	Buy	154 +88	+133%	+$46.8K	0.05%	171
2025 Q3	$29.5K	Sell	66 -15	-19%	-$7.2K	0.02%	263
2025 Q2	$40K	Hold	81	–	–	0.03%	215
2025 Q1	$40K	Hold	81	–	–	0.03%	208
2024 Q4	$40K	Hold	81	–	–	0.04%	206
2024 Q3	$39K	Hold	81	–	–	0.04%	207
2024 Q2	$36K	Hold	81	–	–	0.03%	204
2024 Q1	$32K	Hold	81	–	–	0.03%	215
2023 Q4	$27K	Hold	81	–	–	0.03%	231
2023 Q3	$24K	Hold	81	–	–	0.03%	228
2023 Q2	$28K	Hold	81	–	–	0.03%	212
2023 Q1	$21K	Hold	81	–	–	0.03%	230
2022 Q4	$21K	Hold	81	–	–	0.03%	220
2022 Q3	$15K	Sell	81 -135	-63%	-$29K	0.02%	241
2022 Q2	$43K	Hold	216	–	–	0.05%	146
2022 Q1	$65K	Hold	216	–	–	0.07%	140
2021 Q4	$78K	Hold	216	–	–	0.08%	140
2021 Q3	$72K	Hold	216	–	–	0.08%	139
2021 Q2	$66K	Sell	216 -240	-53%	-$67.3K	0.07%	146
2021 Q1	$112K	Buy	+456	New	+$115K	0.1%	129
2020 Q4	–	Sell	-570	Closed	-$135K	–	425
2020 Q3	$135K	Buy	+570	New	+$128K	0.13%	112

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pin Oak Investment Advisors's ISRG Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Intuitive Surgical (ISRG) stake by 1.1% in Q2 2026, buying an estimated $437 and bringing the position to 89 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #251.

Pin Oak Investment Advisors first reported a position in ISRG in Q3 2020 and has held it in 23 quarters since. The position peaked at $135K in Q3 2020. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Pin Oak Investment Advisors held 89 shares of Intuitive Surgical worth $35K as of Q2 2026.
Pin Oak Investment Advisors bought 1 Intuitive Surgical share in Q2 2026, an estimated $437.
Intuitive Surgical made up 0.02% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #251 holding.
Pin Oak Investment Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 23 quarters since.
Pin Oak Investment Advisors's Intuitive Surgical position peaked at $135K in Q3 2020.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.