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Mather Group’s Intuitive Surgical ISRG Stock Holding History

Mather Group’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 		$899K Sell
2,260
-396
-15% -$173K 0.01% 400
2026
Q1 		$1.22M Buy
2,656
+19
+0.7% +$9.61K 0.01% 300
2025
Q4 		$1.49M Buy
2,637
+377
+17% +$201K 0.02% 234
2025
Q3 		$1.01M Sell
2,260
-383
-14% -$184K 0.01% 274
2025
Q2 		$1.44M Sell
2,643
-128
-5% -$66.9K 0.02% 231
2025
Q1 		$1.37M Buy
2,771
+576
+26% +$319K 0.02% 214
2024
Q4 		$1.15M Buy
2,195
+202
+10% +$105K 0.01% 228
2024
Q3 		$979K Sell
1,993
-378
-16% -$176K 0.01% 249
2024
Q2 		$946K Buy
2,371
+787
+50% +$313K 0.01% 275
2024
Q1 		$534K Sell
1,584
-101
-6% -$38.2K 0.01% 328
2023
Q4 		$568K Buy
1,685
+76
+5% +$22.7K 0.01% 325
2023
Q3 		$470K Buy
1,609
+456
+40% +$142K 0.01% 334
2023
Q2 		$394K Buy
1,153
+88
+8% +$26.6K 0.01% 398
2023
Q1 		$272K Sell
1,065
-48
-4% -$11.8K ﹤0.01% 420
2022
Q4 		$295K Sell
1,113
-165
-13% -$40.2K 0.01% 388
2022
Q3 		$240K Buy
1,278
+72
+6% +$15.5K 0.01% 412
2022
Q2 		$242K Sell
1,206
-82
-6% -$19.2K 0.01% 338
2022
Q1 		$389K Buy
1,288
+521
+68% +$152K 0.01% 306
2021
Q4 		$276K Buy
767
+53
+7% +$18.2K 0.01% 312
2021
Q3 		$237K Sell
714
-30
-4% -$10.1K 0.01% 254
2021
Q2 		$228K Buy
+744
New +$209K 0.01% 255

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mather Group's ISRG Position: Q2 2026 in Review

Mather Group reduced its Intuitive Surgical (ISRG) stake by 15% in Q2 2026, selling an estimated $173K and leaving 2,260 shares worth $899K. The position accounts for 0.01% of the portfolio, ranked #400.

Mather Group first reported a position in ISRG in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.49M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Mather Group held 2,260 shares of Intuitive Surgical worth $899K as of Q2 2026.
  • Mather Group sold 396 Intuitive Surgical shares in Q2 2026, an estimated $173K.
  • Intuitive Surgical made up 0.01% of Mather Group's portfolio in Q2 2026, its #400 holding.
  • Mather Group first reported a position in Intuitive Surgical in Q2 2021 and has held it in 21 quarters since.
  • Mather Group's Intuitive Surgical position peaked at $1.49M in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.