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Mitchell McLeod Pugh & Williams’s Intuitive Surgical ISRG Stock Holding History

Mitchell McLeod Pugh & Williams’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 		– Sell
-470
Closed -$217K – 308
2026
Q1 		$217K Buy
470
+20
+4% +$10.1K 0.03% 278
2025
Q4 		$220K Buy
450
+10
+2% +$5.32K 0.03% 275
2025
Q3 		$240K Sell
440
-117
-21% -$56.1K 0.04% 256
2025
Q2 		$303K Hold
557
– – 0.06% 224
2025
Q1 		$276K Buy
557
+14
+3% +$7.74K 0.06% 229
2024
Q4 		$283K Buy
543
+40
+8% +$20.8K 0.06% 215
2024
Q3 		$247K Buy
503
+20
+4% +$9.31K 0.05% 242
2024
Q2 		$215K Sell
483
-50
-9% -$19.9K 0.05% 248
2024
Q1 		$213K Buy
+533
New +$201K 0.05% 249
2022
Q2 		– Sell
-679
Closed -$205K – 225
2022
Q1 		$205K Buy
679
+50
+8% +$14.6K 0.07% 221
2021
Q4 		$226K Buy
+629
New +$216K 0.07% 214

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

Mitchell McLeod Pugh & Williams's ISRG Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 470 shares — an estimated $217K sold.

Mitchell McLeod Pugh & Williams first reported a position in ISRG in Q4 2021 and held it in 11 quarters. The position peaked at $303K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Mitchell McLeod Pugh & Williams reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 470 Intuitive Surgical shares in Q2 2026, an estimated $217K.
  • Mitchell McLeod Pugh & Williams first reported a position in Intuitive Surgical in Q4 2021 and held it in 11 quarters.
  • Mitchell McLeod Pugh & Williams's Intuitive Surgical position peaked at $303K in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.