West Oak Capital’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.8K | Hold |
60
| – | – | 0.01% | 183 |
|
|
2025
Q2 | $32.6K | Hold |
60
| – | – | 0.01% | 190 |
|
|
2025
Q1 | $29.7K | Hold |
60
| – | – | 0.01% | 197 |
|
|
2024
Q4 | $31.3K | Hold |
60
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $29.5K | Hold |
60
| – | – | 0.01% | 202 |
|
|
2024
Q2 | $26.7K | Hold |
60
| – | – | 0.01% | 207 |
|
|
2024
Q1 | $24K | Hold |
60
| – | – | 0.01% | 199 |
|
|
2023
Q4 | $22K | Hold |
60
| – | – | 0.01% | 204 |
|
|
2023
Q3 | $18K | Hold |
60
| – | – | 0.01% | 208 |
|
|
2023
Q2 | $20.5K | Hold |
60
| – | – | 0.01% | 204 |
|
|
2023
Q1 | $15.3K | Hold |
60
| – | – | 0.01% | 218 |
|
|
2022
Q4 | $16K | Hold |
60
| – | – | 0.01% | 193 |
|
|
2022
Q3 | $11K | Hold |
60
| – | – | 0.01% | 236 |
|
|
2022
Q2 | $12K | Hold |
60
| – | – | 0.01% | 235 |
|
|
2022
Q1 | $18K | Hold |
60
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $22K | Sell |
60
-12
| -17% | -$4.13K | 0.01% | 225 |
|
|
2021
Q3 | $24K | Hold |
72
| – | – | 0.01% | 229 |
|
|
2021
Q2 | $22K | Hold |
72
| – | – | 0.01% | 232 |
|
|
2021
Q1 | $18K | Hold |
72
| – | – | 0.01% | 234 |
|
|
2020
Q4 | $20K | Hold |
72
| – | – | 0.01% | 221 |
|
|
2020
Q3 | $17K | Sell |
72
-90
| -56% | -$20.2K | 0.01% | 206 |
|
|
2020
Q2 | $31K | Hold |
162
| – | – | 0.02% | 187 |
|
|
2020
Q1 | $27K | Hold |
162
| – | – | 0.02% | 184 |
|
|
2019
Q4 | $32K | Hold |
162
| – | – | 0.02% | 191 |
|
|
2019
Q3 | $29K | Hold |
162
| – | – | 0.02% | 200 |
|
|
2019
Q2 | $28K | Hold |
162
| – | – | 0.02% | 211 |
|
|
2019
Q1 | $31K | Hold |
162
| – | – | 0.02% | 195 |
|
|
2018
Q4 | $25.9K | Hold |
162
| – | – | 0.02% | 195 |
|
|
2018
Q3 | $31K | Hold |
162
| – | – | 0.02% | 206 |
|
|
2018
Q2 | $25.8K | Sell |
162
-162
| -50% | -$24.7K | 0.02% | 212 |
|
|
2018
Q1 | $44.6K | Hold |
324
| – | – | 0.03% | 190 |
|
|
2017
Q4 | $39.4K | Hold |
324
| – | – | 0.02% | 180 |
|
|
2017
Q3 | $37.7K | Hold |
324
| – | – | 0.02% | 200 |
|
|
2017
Q2 | $33.7K | Hold |
324
| – | – | 0.02% | 211 |
|
|
2017
Q1 | $27.6K | Buy |
+324
| New | +$25.6K | 0.02% | 219 |
|
|
2016
Q4 | – | Sell |
-180
| Closed | -$14.5K | – | 363 |
|
|
2016
Q3 | $14.5K | Buy |
+180
| New | +$13.8K | 0.01% | 273 |
|
|
2014
Q3 | – | Sell |
-90
| Closed | -$4.12K | – | 311 |
|
|
2014
Q2 | $4.12K | Hold |
90
| – | – | ﹤0.01% | 240 |
|
|
2014
Q1 | $4.38K | Hold |
90
| – | – | ﹤0.01% | 237 |
|
|
2013
Q4 | $3.84K | Sell |
90
-5,220
| -98% | -$220K | ﹤0.01% | 242 |
|
|
2013
Q3 | $222K | Sell |
5,310
-11,124
| -68% | -$491K | 0.17% | 93 |
|
|
2013
Q2 | $924K | Buy |
+16,434
| New | +$905K | 0.77% | 53 |
|
Other funds holding ISRG
West Oak Capital's ISRG Position: Q3 2025 in Review
West Oak Capital held its Intuitive Surgical (ISRG) position steady in Q3 2025 at 60 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #183.
West Oak Capital first reported a position in ISRG in Q2 2013 and has held it in 41 quarters since. The position peaked at $924K in Q2 2013. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.
- West Oak Capital held 60 shares of Intuitive Surgical worth $26.8K as of Q3 2025.
- West Oak Capital left its Intuitive Surgical share count unchanged in Q3 2025.
- Intuitive Surgical made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #183 holding.
- West Oak Capital first reported a position in Intuitive Surgical in Q2 2013 and has held it in 41 quarters since.
- West Oak Capital's Intuitive Surgical position peaked at $924K in Q2 2013.
- 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.