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Mason & Associates (California)’s Intuitive Surgical ISRG Stock Holding History

Mason & Associates (California)’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 		– Sell
-370
Closed -$210K – 167
2025
Q4 		$210K Buy
+370
New +$197K 0.04% 153
2025
Q3 		– Sell
-434
Closed -$236K – 137
2025
Q2 		$236K Sell
434
-28
-6% -$14.6K 0.05% 112
2025
Q1 		$229K Buy
462
+30
+7% +$16.6K 0.06% 106
2024
Q4 		$225K Sell
432
-46
-10% -$24K 0.05% 100
2024
Q3 		$235K Buy
+478
New +$223K 0.06% 103
2024
Q2 		– Sell
-504
Closed -$201K – 113
2024
Q1 		$201K Buy
+504
New +$190K 0.05% 112

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mason & Associates (California)'s ISRG Position: Q1 2026 in Review

Mason & Associates (California) sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 370 shares — an estimated $210K sold.

Mason & Associates (California) first reported a position in ISRG in Q1 2024 and held it in 6 quarters. The position peaked at $236K in Q2 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Mason & Associates (California) reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Mason & Associates (California) sold 370 Intuitive Surgical shares in Q1 2026, an estimated $210K.
  • Mason & Associates (California) first reported a position in Intuitive Surgical in Q1 2024 and held it in 6 quarters.
  • Mason & Associates (California)'s Intuitive Surgical position peaked at $236K in Q2 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Mason & Associates (California)'s 13F filing for Q1 2026, filed 30 Apr 2026.