Mengis Capital Management’s Intuitive Surgical ISRG Stock Holding History

Mengis Capital 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	$240K	Hold	521	–	–	0.04%	197
2025 Q4	$295K	Hold	521	–	–	0.05%	185
2025 Q3	$233K	Hold	521	–	–	0.05%	191
2025 Q2	$283K	Hold	521	–	–	0.06%	173
2025 Q1	$258K	Hold	521	–	–	0.05%	169
2024 Q4	$272K	Hold	521	–	–	0.06%	165
2024 Q3	$256K	Hold	521	–	–	0.05%	170
2024 Q2	$232K	Buy	+521	New	+$208K	0.05%	170

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

Mengis Capital Management's ISRG Position: Q1 2026 in Review

Mengis Capital Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 521 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #197.

Mengis Capital Management first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $295K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Mengis Capital Management held 521 shares of Intuitive Surgical worth $240K as of Q1 2026.
Mengis Capital Management left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.04% of Mengis Capital Management's portfolio in Q1 2026, its #197 holding.
Mengis Capital Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
Mengis Capital Management's Intuitive Surgical position peaked at $295K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Mengis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.