MCF Advisors’s Intuitive Surgical ISRG Stock Holding History

MCF Advisors’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 Q1	$89.4K	Sell	194 -40	-17%	-$20.2K	﹤0.01%	514
2025 Q4	$133K	Buy	234 +143	+157%	+$76.1K	0.01%	367
2025 Q3	$40.7K	Buy	91 +10	+12%	+$4.8K	﹤0.01%	459
2025 Q2	$44K	Hold	81	–	–	﹤0.01%	423
2025 Q1	$40.1K	Sell	81 -27	-25%	-$14.9K	﹤0.01%	426
2024 Q4	$56.4K	Sell	108 -3	-3%	-$1.56K	﹤0.01%	388
2024 Q3	$54.5K	Buy	111 +19	+21%	+$8.85K	﹤0.01%	380
2024 Q2	$40.9K	Buy	92 +12	+15%	+$4.78K	﹤0.01%	422
2024 Q1	$31.9K	Buy	80 +3	+4%	+$1.13K	﹤0.01%	454
2023 Q4	$26K	Buy	77 +40	+108%	+$11.9K	﹤0.01%	466
2023 Q3	$10.8K	Buy	37 +13	+54%	+$4.06K	﹤0.01%	570
2023 Q2	$8.21K	Hold	24	–	–	﹤0.01%	584
2023 Q1	$6.13K	Hold	24	–	–	﹤0.01%	614
2022 Q4	$6.37K	Buy	24 +12	+100%	+$2.93K	﹤0.01%	577
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	683
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	629
2022 Q1	$4K	Buy	+12	New	+$3.51K	﹤0.01%	572
2021 Q4	–	Sell	-12	Closed	-$4K	–	357
2021 Q3	$4K	Buy	+12	New	+$4.03K	﹤0.01%	536

Other funds holding ISRG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return