Mission Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Mission Wealth 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	$15.3M	Buy	38,570 +6,337	+20%	+$2.77M	0.19%	75
2026 Q1	$14.9M	Buy	32,233 +145	+0.5%	+$73.4K	0.31%	53
2025 Q4	$18.2M	Buy	32,088 +406	+1%	+$216K	0.36%	48
2025 Q3	$14.2M	Sell	31,682 -49	-0.2%	-$23.5K	0.28%	55
2025 Q2	$17.2M	Sell	31,731 -88	-0.3%	-$46K	0.37%	46
2025 Q1	$15.8M	Sell	31,819 -1,452	-4%	-$803K	0.39%	44
2024 Q4	$17.4M	Sell	33,271 -197	-0.6%	-$103K	0.4%	41
2024 Q3	$16.4M	Buy	33,468 +24	+0.1%	+$11.2K	0.4%	37
2024 Q2	$14.9M	Buy	33,444 +1,108	+3%	+$441K	0.39%	36
2024 Q1	$12.9M	Buy	32,336 +112	+0.3%	+$42.3K	0.34%	42
2023 Q4	$10.9M	Sell	32,224 -48	-0.1%	-$14.3K	0.35%	42
2023 Q3	$9.43M	Buy	32,272 +1,783	+6%	+$557K	0.35%	43
2023 Q2	$10.4M	Sell	30,489 -123	-0.4%	-$37.2K	0.39%	39
2023 Q1	$7.82M	Buy	30,612 +333	+1%	+$82K	0.33%	45
2022 Q4	$8.03M	Buy	30,279 +10	+0%	+$2.44K	0.38%	39
2022 Q3	$5.67M	Sell	30,269 -23	-0.1%	-$4.94K	0.3%	48
2022 Q2	$6.08M	Buy	30,292 +1,142	+4%	+$268K	0.32%	46
2022 Q1	$8.79M	Sell	29,150 -84	-0.3%	-$24.5K	0.41%	38
2021 Q4	$10.5M	Buy	29,234 +185	+0.6%	+$63.6K	0.47%	34
2021 Q3	$9.63M	Sell	29,049 -15	-0.1%	-$5.04K	0.49%	28
2021 Q2	$8.91M	Buy	29,064 +51	+0.2%	+$14.3K	0.47%	34
2021 Q1	$7.15M	Sell	29,013 -9	-0%	-$2.26K	0.41%	38
2020 Q4	$7.92M	Sell	29,022 -537	-2%	-$133K	0.5%	35
2020 Q3	$6.99M	Sell	29,559 -30	-0.1%	-$6.74K	0.52%	34
2020 Q2	$5.62M	Buy	29,589 +309	+1%	+$55.4K	0.48%	36
2020 Q1	$4.83M	Buy	29,280 +345	+1%	+$63.2K	0.53%	32
2019 Q4	$5.7M	Buy	28,935 +3	+0%	+$562	0.55%	31
2019 Q3	$5.21M	Buy	28,932 +12	+0%	+$2.08K	0.56%	30
2019 Q2	$5.06M	Sell	28,920 -6	-0%	-$1.03K	0.57%	30
2019 Q1	$5.5M	Buy	28,926 +6	+0%	+$1.07K	0.64%	27
2018 Q4	$4.62M	Hold	28,920	–	–	0.6%	28
2018 Q3	$5.53M	Hold	28,920	–	–	0.73%	22
2018 Q2	$4.61M	Buy	28,920 +246	+0.9%	+$37.5K	0.68%	22
2018 Q1	$3.95M	Hold	28,674	–	–	0.64%	23
2017 Q4	$3.49M	Hold	28,674	–	–	0.6%	29
2017 Q3	$3.33M	Hold	28,674	–	–	0.61%	26
2017 Q2	$2.98M	Hold	28,674	–	–	0.57%	27
2017 Q1	$2.44M	Hold	28,674	–	–	0.47%	29
2016 Q4	$2.02M	Buy	28,674 +459	+2%	+$33.7K	0.4%	35
2016 Q3	$2.27M	Hold	28,215	–	–	0.55%	26
2016 Q2	$2.07M	Hold	28,215	–	–	0.55%	24
2016 Q1	$1.88M	Hold	28,215	–	–	0.51%	27
2015 Q4	$1.71M	Hold	28,215	–	–	0.48%	26
2015 Q3	$1.44M	Hold	28,215	–	–	0.44%	25
2015 Q2	$1.58M	Buy	+28,215	New	+$1.58M	0.54%	27

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

Mission Wealth Management's ISRG Position: Q2 2026 in Review

Mission Wealth Management increased its Intuitive Surgical (ISRG) stake by 20% in Q2 2026, buying an estimated $2.77M and bringing the position to 38,570 shares worth $15.3M. The position accounts for 0.19% of the portfolio, ranked #75.

Mission Wealth Management first reported a position in ISRG in Q2 2015 and has held it in 45 quarters since. The position peaked at $18.2M in Q4 2025. 2,233 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Mission Wealth Management held 38,570 shares of Intuitive Surgical worth $15.3M as of Q2 2026.
Mission Wealth Management bought 6,337 Intuitive Surgical shares in Q2 2026, an estimated $2.77M.
Intuitive Surgical made up 0.19% of Mission Wealth Management's portfolio in Q2 2026, its #75 holding.
Mission Wealth Management first reported a position in Intuitive Surgical in Q2 2015 and has held it in 45 quarters since.
Mission Wealth Management's Intuitive Surgical position peaked at $18.2M in Q4 2025.
2,233 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.