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Mendel Money Management’s Intuitive Surgical ISRG Stock Holding History

Mendel Money Management’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 		$1.12M Buy
2,805
+426
+18% +$186K 0.41% 67
2026
Q1 		$1.1M Buy
2,379
+45
+2% +$22.8K 0.46% 71
2025
Q4 		$1.32M Buy
2,334
+146
+7% +$77.7K 0.55% 52
2025
Q3 		$979K Buy
2,188
+74
+4% +$35.5K 0.41% 69
2025
Q2 		$1.15M Buy
2,114
+2
+0.1% +$1.05K 0.51% 58
2025
Q1 		$1.05M Buy
2,112
+12
+0.6% +$6.64K 0.5% 60
2024
Q4 		$1.1M Hold
2,100
– – 0.49% 57
2024
Q3 		$1.03M Buy
2,100
+78
+4% +$36.3K 0.45% 62
2024
Q2 		$899K Buy
2,022
+15
+0.7% +$5.97K 0.42% 59
2024
Q1 		$801K Buy
2,007
+11
+0.6% +$4.16K 0.37% 66
2023
Q4 		$673K Buy
1,996
+107
+6% +$31.9K 0.32% 71
2023
Q3 		$552K Buy
1,889
+365
+24% +$114K 0.3% 71
2023
Q2 		$521K Hold
1,524
– – 0.27% 74
2023
Q1 		$389K Buy
1,524
+5
+0.3% +$1.23K 0.21% 91
2022
Q4 		$403K Sell
1,519
-8
-0.5% -$1.95K 0.23% 83
2022
Q3 		$286K Hold
1,527
– – 0.18% 97
2022
Q2 		$306K Buy
1,527
+123
+9% +$28.9K 0.18% 96
2022
Q1 		$424K Buy
+1,404
New +$410K 0.21% 90

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

Mendel Money Management's ISRG Position: Q2 2026 in Review

Mendel Money Management increased its Intuitive Surgical (ISRG) stake by 18% in Q2 2026, buying an estimated $186K and bringing the position to 2,805 shares worth $1.12M. The position accounts for 0.41% of the portfolio, ranked #67.

Mendel Money Management first reported a position in ISRG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.32M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Mendel Money Management held 2,805 shares of Intuitive Surgical worth $1.12M as of Q2 2026.
  • Mendel Money Management bought 426 Intuitive Surgical shares in Q2 2026, an estimated $186K.
  • Intuitive Surgical made up 0.41% of Mendel Money Management's portfolio in Q2 2026, its #67 holding.
  • Mendel Money Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 18 quarters since.
  • Mendel Money Management's Intuitive Surgical position peaked at $1.32M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.