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MassMutual Private Wealth & Trust’s Intuitive Surgical ISRG Stock Holding History

MassMutual Private Wealth & Trust’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 		$347K Sell
872
-359
-29% -$157K 0.01% 366
2026
Q1 		$567K Sell
1,231
-169
-12% -$85.5K 0.02% 297
2025
Q4 		$793K Buy
1,400
+136
+11% +$72.4K 0.02% 269
2025
Q3 		$565K Sell
1,264
-145
-10% -$69.6K 0.01% 304
2025
Q2 		$766K Buy
1,409
+153
+12% +$80K 0.02% 278
2025
Q1 		$622K Buy
1,256
+268
+27% +$148K 0.02% 299
2024
Q4 		$516K Sell
988
-160
-14% -$83.3K 0.01% 316
2024
Q3 		$564K Buy
1,148
+90
+9% +$41.9K 0.02% 299
2024
Q2 		$471K Buy
1,058
+128
+14% +$51K 0.01% 306
2024
Q1 		$371K Buy
930
+67
+8% +$25.3K 0.01% 317
2023
Q4 		$291K Sell
863
-93
-10% -$27.7K 0.01% 336
2023
Q3 		$279K Buy
956
+54
+6% +$16.9K 0.01% 337
2023
Q2 		$308K Buy
902
+155
+21% +$46.9K 0.01% 329
2023
Q1 		$191K Buy
747
+157
+27% +$38.7K 0.01% 360
2022
Q4 		$157K Sell
590
-4
-0.7% -$975 0.01% 370
2022
Q3 		$111K Buy
594
+310
+109% +$66.6K 0.01% 378
2022
Q2 		$57K Sell
284
-13
-4% -$3.05K ﹤0.01% 450
2022
Q1 		$90K Sell
297
-44
-13% -$12.9K ﹤0.01% 402
2021
Q4 		$123K Sell
341
-22
-6% -$7.57K ﹤0.01% 384
2021
Q3 		$120K Buy
363
+3
+0.8% +$1.01K 0.01% 375
2021
Q2 		$110K Buy
360
+264
+275% +$74.1K ﹤0.01% 386
2021
Q1 		$24K Buy
96
+57
+146% +$14.3K ﹤0.01% 503
2020
Q4 		$11K Buy
39
+24
+160% +$5.96K ﹤0.01% 591
2020
Q3 		$4K Sell
15
-45
-75% -$10.1K ﹤0.01% 660
2020
Q2 		$11K Sell
60
-18
-23% -$3.23K ﹤0.01% 539
2020
Q1 		$13K Buy
78
+63
+420% +$11.5K ﹤0.01% 486
2019
Q4 		$3K Sell
15
-12
-44% -$2.25K ﹤0.01% 734
2019
Q3 		$5K Sell
27
-3
-10% -$519 ﹤0.01% 687
2019
Q2 		$5K Hold
30
– – ﹤0.01% 651
2019
Q1 		$5.71K Hold
30
– – ﹤0.01% 671
2018
Q4 		$4.79K Hold
30
– – ﹤0.01% 673
2018
Q3 		$5.74K Sell
30
-60
-67% -$10.7K ﹤0.01% 696
2018
Q2 		$14.4K Sell
90
-315
-78% -$48K ﹤0.01% 551
2018
Q1 		$55.7K Buy
405
+18
+5% +$2.51K ﹤0.01% 399
2017
Q4 		$47.1K Buy
387
+180
+87% +$22.5K ﹤0.01% 450
2017
Q3 		$24.1K Hold
207
– – ﹤0.01% 621
2017
Q2 		$21.5K Buy
207
+72
+53% +$6.92K ﹤0.01% 612
2017
Q1 		$11.5K Hold
135
– – ﹤0.01% 681
2016
Q4 		$9.51K Buy
+135
New +$9.93K ﹤0.01% 483
2016
Q2 		$9.92K Hold
135
– – ﹤0.01% 511
2016
Q1 		$9.02K Hold
135
– – ﹤0.01% 550
2015
Q4 		$8.19K Sell
135
-459
-77% -$25.8K ﹤0.01% 516
2015
Q3 		$30.5K Buy
594
+396
+200% +$22.4K 0.01% 414
2015
Q2 		$9.06K Buy
198
+63
+47% +$3.52K ﹤0.01% 505
2015
Q1 		$7.58K Hold
135
– – ﹤0.01% 538
2014
Q4 		$7.93K Sell
135
-459
-77% -$25.6K ﹤0.01% 442
2014
Q3 		$30.5K Buy
594
+396
+200% +$19.7K 0.01% 408
2014
Q2 		$9.06K Sell
198
-594
-75% -$26.2K ﹤0.01% 367
2014
Q1 		$38.5K Buy
+792
New +$37.3K 0.02% 220

Other funds holding ISRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's ISRG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Intuitive Surgical (ISRG) stake by 29% in Q2 2026, selling an estimated $157K and leaving 872 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #366.

MassMutual Private Wealth & Trust first reported a position in ISRG in Q1 2014 and has held it in 49 quarters since. The position peaked at $793K in Q4 2025. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 872 shares of Intuitive Surgical worth $347K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 359 Intuitive Surgical shares in Q2 2026, an estimated $157K.
  • Intuitive Surgical made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #366 holding.
  • MassMutual Private Wealth & Trust first reported a position in Intuitive Surgical in Q1 2014 and has held it in 49 quarters since.
  • MassMutual Private Wealth & Trust's Intuitive Surgical position peaked at $793K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.