Deseret Mutual Benefit Administrators’s Intuitive Surgical ISRG Stock Holding History

Deseret Mutual Benefit Administrators’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 Q1	$85.3K	Buy	185 +98	+113%	+$49.6K	0.03%	321
2025 Q4	$49.3K	Hold	87	–	–	0.02%	318
2025 Q3	$38.9K	Sell	87 -11	-11%	-$5.28K	0.02%	350
2025 Q2	$53.3K	Hold	98	–	–	0.03%	291
2025 Q1	$48.5K	Hold	98	–	–	0.02%	298
2024 Q4	$51.2K	Sell	98 -15	-13%	-$7.81K	0.03%	289
2024 Q3	$55.5K	Hold	113	–	–	0.03%	288
2024 Q2	$50.3K	Hold	113	–	–	0.02%	288
2024 Q1	$45.1K	Hold	113	–	–	0.02%	308
2023 Q4	$38.1K	Sell	113 -34	-23%	-$10.1K	0.02%	310
2023 Q3	$43K	Sell	147 -6	-4%	-$1.87K	0.02%	320
2023 Q2	$52.3K	Hold	153	–	–	0.02%	313
2023 Q1	$39.1K	Hold	153	–	–	0.02%	347
2022 Q4	$40.6K	Sell	153 -127	-45%	-$31K	0.02%	338
2022 Q3	$52K	Buy	280 +5	+2%	+$1.07K	0.01%	385
2022 Q2	$55K	Buy	275 +6	+2%	+$1.41K	0.01%	412
2022 Q1	$81K	Sell	269 -28	-9%	-$8.18K	0.02%	377
2021 Q4	$107K	Hold	297	–	–	0.02%	355
2021 Q3	$98K	Sell	297 -84	-22%	-$28.2K	0.02%	359
2021 Q2	$117K	Buy	+381	New	+$107K	0.03%	328

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deseret Mutual Benefit Administrators's ISRG Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Intuitive Surgical (ISRG) stake by 113% in Q1 2026, buying an estimated $49.6K and bringing the position to 185 shares worth $85.3K. The position accounts for 0.03% of the portfolio, ranked #321.

Deseret Mutual Benefit Administrators first reported a position in ISRG in Q2 2021 and has held it in 20 quarters since. The position peaked at $117K in Q2 2021. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Deseret Mutual Benefit Administrators held 185 shares of Intuitive Surgical worth $85.3K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 98 Intuitive Surgical shares in Q1 2026, an estimated $49.6K.
Intuitive Surgical made up 0.03% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #321 holding.
Deseret Mutual Benefit Administrators first reported a position in Intuitive Surgical in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Intuitive Surgical position peaked at $117K in Q2 2021.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.