Silver Oak Securities’s Intuitive Surgical ISRG Stock Holding History

Silver Oak Securities’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
2025 Q4	–	Sell	-885	Closed	-$396K	–	827
2025 Q3	$396K	Sell	885 -225	-20%	-$108K	0.03%	492
2025 Q2	$603K	Sell	1,110 -987	-47%	-$516K	0.05%	361
2025 Q1	$1.03M	Buy	2,097 +313	+18%	+$173K	0.09%	229
2024 Q4	$940K	Buy	1,784 +203	+13%	+$106K	0.09%	246
2024 Q3	$758K	Buy	1,581 +1,336	+545%	+$622K	0.08%	255
2024 Q2	$109K	Buy	245 +87	+55%	+$34.7K	0.02%	426
2024 Q1	$63.1K	Buy	+158	New	+$59.7K	0.01%	437
2023 Q4	–	Sell	-705	Closed	-$206K	–	515
2023 Q3	$206K	Buy	705 +7	+1%	+$2.19K	0.04%	286
2023 Q2	$239K	Buy	+698	New	+$211K	0.04%	387
2022 Q4	–	Sell	-705	Closed	-$206K	–	384
2022 Q3	$206K	Buy	+705	New	+$151K	0.04%	286

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Silver Oak Securities's ISRG Position: Q4 2025 in Review

Silver Oak Securities sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 885 shares — an estimated $396K sold.

Silver Oak Securities first reported a position in ISRG in Q3 2022 and held it in 10 quarters. The position peaked at $1.03M in Q1 2025. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

Silver Oak Securities reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
Silver Oak Securities sold 885 Intuitive Surgical shares in Q4 2025, an estimated $396K.
Silver Oak Securities first reported a position in Intuitive Surgical in Q3 2022 and held it in 10 quarters.
Silver Oak Securities's Intuitive Surgical position peaked at $1.03M in Q1 2025.
2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Silver Oak Securities's 13F filing for Q4 2025, filed 15 Jan 2026.