MBM Wealth Consultants’s Intuitive Surgical ISRG Stock Holding History

MBM Wealth Consultants’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	–	Sell	-5	Closed	-$2.31K	–	242
2026 Q1	$2.31K	Buy	+5	New	+$2.53K	﹤0.01%	300

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MBM Wealth Consultants's ISRG Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 5 shares — an estimated $2.31K sold.

MBM Wealth Consultants first reported a position in ISRG in Q1 2026 and held it in 1 quarter. The position peaked at $2.31K in Q1 2026. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

MBM Wealth Consultants reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 5 Intuitive Surgical shares in Q2 2026, an estimated $2.31K.
MBM Wealth Consultants first reported a position in Intuitive Surgical in Q1 2026 and held it in 1 quarter.
MBM Wealth Consultants's Intuitive Surgical position peaked at $2.31K in Q1 2026.
2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.