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 Q3	$1.63K	Hold	4	–	–	﹤0.01%	468
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	$4.02K	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 $103B AUM 40.17% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mascoma Wealth Management's ISRG Position: Q3 2026 in Review

Mascoma Wealth Management held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 4 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Mascoma Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.5K in Q4 2025. 576 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Mascoma Wealth Management held 4 shares of Intuitive Surgical worth $1.63K as of Q3 2026.
Mascoma Wealth Management left its Intuitive Surgical share count unchanged in Q3 2026.
Intuitive Surgical made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #468 holding.
Mascoma Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
Mascoma Wealth Management's Intuitive Surgical position peaked at $6.5K in Q4 2025.
576 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.