UB
ISRG icon

Umpqua Bank’s Intuitive Surgical ISRG Stock Holding History

Umpqua Bank’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 		$1.26M Buy
3,162
+256
+9% +$112K 0.28% 79
2026
Q1 		$1.34M Sell
2,906
-93
-3% -$47K 0.38% 73
2025
Q4 		$1.7M Sell
2,999
-13
-0.4% -$6.92K 0.47% 56
2025
Q3 		$1.31M Buy
3,012
+194
+7% +$93.1K 0.37% 71
2025
Q2 		$1.49M Sell
2,818
-4
-0.1% -$2.09K 0.45% 60
2025
Q1 		$1.4M Sell
2,822
-65
-2% -$35.9K 0.48% 60
2024
Q4 		$1.56M Sell
2,887
-55
-2% -$28.6K 0.54% 57
2024
Q3 		$1.45M Sell
2,942
-174
-6% -$81K 0.53% 55
2024
Q2 		$1.39M Buy
3,116
+112
+4% +$44.6K 0.54% 54
2024
Q1 		$1.2M Buy
+3,004
New +$1.14M 0.49% 61

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

Umpqua Bank's ISRG Position: Q2 2026 in Review

Umpqua Bank increased its Intuitive Surgical (ISRG) stake by 8.8% in Q2 2026, buying an estimated $112K and bringing the position to 3,162 shares worth $1.26M. The position accounts for 0.28% of the portfolio, ranked #79.

Umpqua Bank first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.7M in Q4 2025. 2,216 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Umpqua Bank held 3,162 shares of Intuitive Surgical worth $1.26M as of Q2 2026.
  • Umpqua Bank bought 256 Intuitive Surgical shares in Q2 2026, an estimated $112K.
  • Intuitive Surgical made up 0.28% of Umpqua Bank's portfolio in Q2 2026, its #79 holding.
  • Umpqua Bank first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's Intuitive Surgical position peaked at $1.7M in Q4 2025.
  • 2,216 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.