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Mogy Joel R Investment Counsel’s Intuitive Surgical ISRG Stock Holding History

Mogy Joel R Investment Counsel’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 		$27.7M Buy
69,534
+158
+0.2% +$69K 1.58% 16
2026
Q1 		$32M Buy
69,376
+364
+0.5% +$184K 2% 16
2025
Q4 		$39.1M Buy
69,012
+642
+0.9% +$342K 2.12% 16
2025
Q3 		$30.6M Sell
68,370
-308
-0.4% -$148K 1.68% 19
2025
Q2 		$37.3M Buy
68,678
+840
+1% +$439K 2.16% 17
2025
Q1 		$33.6M Buy
67,838
+932
+1% +$515K 2.16% 17
2024
Q4 		$34.9M Buy
66,906
+800
+1% +$417K 2.08% 16
2024
Q3 		$32.5M Buy
66,106
+78
+0.1% +$36.3K 1.99% 19
2024
Q2 		$29.4M Sell
66,028
-30
-0% -$11.9K 1.86% 20
2024
Q1 		$26.4M Sell
66,058
-45
-0.1% -$17K 1.79% 20
2023
Q4 		$22.3M Sell
66,103
-903
-1% -$269K 1.68% 21
2023
Q3 		$19.6M Sell
67,006
-59
-0.1% -$18.4K 1.65% 22
2023
Q2 		$22.9M Buy
67,065
+32
+0% +$9.68K 1.82% 22
2023
Q1 		$17.1M Buy
67,033
+182
+0.3% +$44.8K 1.52% 23
2022
Q4 		$17.7M Buy
66,851
+143
+0.2% +$34.9K 1.77% 22
2022
Q3 		$12.5M Buy
66,708
+411
+0.6% +$88.3K 1.31% 23
2022
Q2 		$13.3M Buy
66,297
+628
+1% +$147K 1.31% 24
2022
Q1 		$19.8M Buy
65,669
+344
+0.5% +$100K 1.57% 23
2021
Q4 		$23.5M Buy
65,325
+345
+0.5% +$119K 1.68% 23
2021
Q3 		$21.5M Buy
64,980
+888
+1% +$298K 1.76% 20
2021
Q2 		$19.6M Buy
64,092
+1,824
+3% +$512K 1.66% 23
2021
Q1 		$15.3M Buy
62,268
+2,469
+4% +$621K 1.47% 24
2020
Q4 		$16.3M Buy
59,799
+54
+0.1% +$13.4K 1.61% 24
2020
Q3 		$14.1M Buy
59,745
+609
+1% +$137K 1.52% 23
2020
Q2 		$11.2M Sell
59,136
-1,218
-2% -$218K 1.34% 25
2020
Q1 		$9.96M Buy
60,354
+237
+0.4% +$43.4K 1.42% 24
2019
Q4 		$11.8M Buy
60,117
+360
+0.6% +$67.4K 1.42% 25
2019
Q3 		$10.8M Buy
59,757
+27
+0% +$4.67K 1.36% 28
2019
Q2 		$10.4M Buy
59,730
+657
+1% +$113K 1.36% 26
2019
Q1 		$11.2M Buy
59,073
+3,933
+7% +$699K 1.52% 24
2018
Q4 		$8.8M Buy
55,140
+1,095
+2% +$186K 1.37% 26
2018
Q3 		$10.3M Buy
54,045
+477
+0.9% +$84.7K 1.39% 25
2018
Q2 		$8.54M Buy
53,568
+1,323
+3% +$202K 1.26% 28
2018
Q1 		$7.19M Buy
52,245
+1,530
+3% +$214K 1.12% 30
2017
Q4 		$6.17M Buy
50,715
+5,625
+12% +$704K 0.97% 33
2017
Q3 		$5.24M Buy
45,090
+225
+0.5% +$24.5K 0.87% 35
2017
Q2 		$4.66M Buy
44,865
+1,971
+5% +$189K 0.8% 38
2017
Q1 		$3.65M Buy
42,894
+2,448
+6% +$193K 0.63% 42
2016
Q4 		$2.85M Buy
40,446
+3,960
+11% +$291K 0.52% 51
2016
Q3 		$2.94M Sell
36,486
-1,260
-3% -$96.5K 0.54% 51
2016
Q2 		$2.77M Buy
37,746
+594
+2% +$41.8K 0.51% 49
2016
Q1 		$2.48M Buy
37,152
+33,759
+995% +$2.09M 0.46% 53
2015
Q4 		$2.06K Sell
3,393
-25,389
-88% -$1.43M 0.39% 57
2015
Q3 		$1.47M Buy
28,782
+3,600
+14% +$204K 0.29% 69
2015
Q2 		$1.36M Hold
25,182
– – 0.26% 70
2015
Q1 		$1.41M Buy
25,182
+630
+3% +$35.7K 0.26% 70
2014
Q4 		$1.44M Hold
24,552
– – 0.27% 70
2014
Q3 		$1.26M Sell
24,552
-900
-4% -$44.7K 0.25% 71
2014
Q2 		$1.17M Buy
25,452
+900
+4% +$39.7K 0.23% 74
2014
Q1 		$1.2M Sell
24,552
-540
-2% -$25.4K 0.25% 72
2013
Q4 		$1.07M Sell
25,092
-180
-0.7% -$7.57K 0.23% 74
2013
Q3 		$1.06M Buy
25,272
+5,220
+26% +$231K 0.24% 71
2013
Q2 		$1.13M Buy
+20,052
New +$1.1M 0.27% 69

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Mogy Joel R Investment Counsel's ISRG Position: Q2 2026 in Review

Mogy Joel R Investment Counsel increased its Intuitive Surgical (ISRG) stake by 0.23% in Q2 2026, buying an estimated $69K and bringing the position to 69,534 shares worth $27.7M. The position accounts for 1.58% of the portfolio, ranked #16.

Mogy Joel R Investment Counsel first reported a position in ISRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.1M in Q4 2025. 714 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Mogy Joel R Investment Counsel held 69,534 shares of Intuitive Surgical worth $27.7M as of Q2 2026.
  • Mogy Joel R Investment Counsel bought 158 Intuitive Surgical shares in Q2 2026, an estimated $69K.
  • Intuitive Surgical made up 1.58% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #16 holding.
  • Mogy Joel R Investment Counsel first reported a position in Intuitive Surgical in Q2 2013 and has held it in 53 quarters since.
  • Mogy Joel R Investment Counsel's Intuitive Surgical position peaked at $39.1M in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.