MB, Levis & Associates’s Intuitive Surgical ISRG Stock Holding History

MB, Levis & Associates’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	$8.35K	Hold	21	–	–	﹤0.01%	181
2026 Q1	$9.68K	Sell	21 -10	-32%	-$5.06K	﹤0.01%	168
2025 Q4	$17.6K	Buy	31 +10	+48%	+$5.32K	0.01%	146
2025 Q3	$9.39K	Hold	21	–	–	﹤0.01%	163
2025 Q2	$11.4K	Hold	21	–	–	0.01%	187
2025 Q1	$10.4K	Hold	21	–	–	﹤0.01%	186
2024 Q4	$11K	Hold	21	–	–	0.01%	182
2024 Q3	$10.3K	Hold	21	–	–	0.01%	192
2024 Q2	$9.34K	Hold	21	–	–	﹤0.01%	193
2024 Q1	$8.38K	Hold	21	–	–	﹤0.01%	196
2023 Q4	$7.08K	Hold	21	–	–	﹤0.01%	200
2023 Q3	$6.14K	Hold	21	–	–	﹤0.01%	211
2023 Q2	$7.18K	Hold	21	–	–	﹤0.01%	208
2023 Q1	$5.37K	Hold	21	–	–	﹤0.01%	218
2022 Q4	$5.57K	Buy	+21	New	+$5.12K	﹤0.01%	205

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

MB, Levis & Associates's ISRG Position: Q2 2026 in Review

MB, Levis & Associates held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 21 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

MB, Levis & Associates first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.6K in Q4 2025. 702 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

MB, Levis & Associates held 21 shares of Intuitive Surgical worth $8.35K as of Q2 2026.
MB, Levis & Associates left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #181 holding.
MB, Levis & Associates first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
MB, Levis & Associates's Intuitive Surgical position peaked at $17.6K in Q4 2025.
702 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.