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MBL Wealth’s Intuitive Surgical ISRG Stock Holding History

MBL Wealth’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 		$462K Buy
1,161
+162
+16% +$70.8K 0.03% 223
2026
Q1 		$461K Buy
999
+69
+7% +$34.9K 0.03% 212
2025
Q4 		$527K Buy
+930
New +$495K 0.04% 176
2025
Q3 		– Sell
-384
Closed -$209K – 254
2025
Q2 		$209K Buy
+384
New +$201K 0.02% 226
2025
Q1 		– Sell
-410
Closed -$214K – 232
2024
Q4 		$214K Sell
410
-10
-2% -$5.21K 0.02% 210
2024
Q3 		$206K Buy
+420
New +$196K 0.02% 200

Other funds holding ISRG

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

MBL Wealth's ISRG Position: Q2 2026 in Review

MBL Wealth increased its Intuitive Surgical (ISRG) stake by 16% in Q2 2026, buying an estimated $70.8K and bringing the position to 1,161 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #223.

MBL Wealth first reported a position in ISRG in Q3 2024 and has held it in 6 quarters since. The position peaked at $527K in Q4 2025. 702 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • MBL Wealth held 1,161 shares of Intuitive Surgical worth $462K as of Q2 2026.
  • MBL Wealth bought 162 Intuitive Surgical shares in Q2 2026, an estimated $70.8K.
  • Intuitive Surgical made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #223 holding.
  • MBL Wealth first reported a position in Intuitive Surgical in Q3 2024 and has held it in 6 quarters since.
  • MBL Wealth's Intuitive Surgical position peaked at $527K in Q4 2025.
  • 702 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.