Mokosak Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Mokosak Advisory Group’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	$233K	Sell	585 -51	-8%	-$22.3K	0.05%	35
2026 Q1	$295K	Hold	636	–	–	0.07%	26
2025 Q4	$360K	Hold	636	–	–	0.09%	25
2025 Q3	$284K	Hold	636	–	–	0.07%	26
2025 Q2	$346K	Hold	636	–	–	0.1%	24
2025 Q1	$315K	Hold	636	–	–	0.1%	23
2024 Q4	$332K	Sell	636 -304	-32%	-$158K	0.1%	23
2024 Q3	$462K	Hold	940	–	–	0.14%	19
2024 Q2	$418K	Hold	940	–	–	0.14%	20
2024 Q1	$375K	Sell	940 -18	-2%	-$6.8K	0.12%	20
2023 Q4	$323K	Hold	958	–	–	0.12%	22
2023 Q3	$280K	Buy	958 +304	+46%	+$94.9K	0.11%	22
2023 Q2	$224K	Buy	+654	New	+$198K	0.09%	24
2022 Q1	–	Sell	-654	Closed	-$235K	–	27
2021 Q4	$235K	Buy	654 +30	+5%	+$10.3K	0.09%	24
2021 Q3	$208K	Buy	+624	New	+$210K	0.09%	25

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

Mokosak Advisory Group's ISRG Position: Q2 2026 in Review

Mokosak Advisory Group reduced its Intuitive Surgical (ISRG) stake by 8% in Q2 2026, selling an estimated $22.3K and leaving 585 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #35.

Mokosak Advisory Group first reported a position in ISRG in Q3 2021 and has held it in 15 quarters since. The position peaked at $462K in Q3 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Mokosak Advisory Group held 585 shares of Intuitive Surgical worth $233K as of Q2 2026.
Mokosak Advisory Group sold 51 Intuitive Surgical shares in Q2 2026, an estimated $22.3K.
Intuitive Surgical made up 0.05% of Mokosak Advisory Group's portfolio in Q2 2026, its #35 holding.
Mokosak Advisory Group first reported a position in Intuitive Surgical in Q3 2021 and has held it in 15 quarters since.
Mokosak Advisory Group's Intuitive Surgical position peaked at $462K in Q3 2024.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.