Mascoma Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Mascoma Wealth Management’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	$1.59K	Buy	+4	New	+$1.75K	﹤0.01%	474
2026 Q1	–	Sell	-11	Closed	-$6.5K	–	528
2025 Q4	$6.5K	Buy	11 +2	+22%	+$1.06K	﹤0.01%	345
2025 Q3	$4.03K	Buy	9 +4	+80%	+$1.92K	﹤0.01%	393
2025 Q2	$2.72K	Hold	5	–	–	﹤0.01%	425
2025 Q1	$2.48K	Hold	5	–	–	﹤0.01%	446
2024 Q4	$2.61K	Buy	+5	New	+$2.6K	﹤0.01%	457

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Mascoma Wealth Management's ISRG Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 4 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in ISRG as recently as Q4 2025.

Mascoma Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.5K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Mascoma Wealth Management held 4 shares of Intuitive Surgical worth $1.59K as of Q2 2026.
Intuitive Surgical was a new Mascoma Wealth Management position in Q2 2026.
Intuitive Surgical made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #474 holding.
Mascoma Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
Mascoma Wealth Management's Intuitive Surgical position peaked at $6.5K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.