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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Mendel Money Management's ISRG Position: Q1 2026 in Review

Mendel Money Management increased its Intuitive Surgical (ISRG) stake by 1.9% in Q1 2026, buying an estimated $22.8K and bringing the position to 2,379 shares worth $1.1M. The position accounts for 0.46% of the portfolio, ranked #71.

Mendel Money Management first reported a position in ISRG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.32M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Mendel Money Management held 2,379 shares of Intuitive Surgical worth $1.1M as of Q1 2026.
Mendel Money Management bought 45 Intuitive Surgical shares in Q1 2026, an estimated $22.8K.
Intuitive Surgical made up 0.46% of Mendel Money Management's portfolio in Q1 2026, its #71 holding.
Mendel Money Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 17 quarters since.
Mendel Money Management's Intuitive Surgical position peaked at $1.32M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.