MIM
ISRG icon

Morningstar Investment Management’s Intuitive Surgical ISRG Stock Holding History

Morningstar Investment 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 		$3.84M Hold
8,335
– – 0.24% 102
2026
Q1 		$3.84M Sell
8,335
-2,482
-23% -$1.26M 0.24% 102
2025
Q4 		$6.13M Sell
10,817
-18,590
-63% -$9.9M 0.36% 62
2025
Q3 		$13.2M Buy
+29,407
New +$14.1M 0.48% 38
2024
Q3 		– Sell
-855
Closed -$380K – 229
2024
Q2 		$380K Hold
855
– – 0.04% 145
2024
Q1 		$341K Hold
855
– – 0.04% 149
2023
Q4 		$288K Sell
855
-53
-6% -$15.8K 0.03% 157
2023
Q3 		$265K Hold
908
– – 0.04% 135
2023
Q2 		$310K Buy
+908
New +$275K 0.04% 126

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

Morningstar Investment Management's ISRG Position: Q2 2026 in Review

Morningstar Investment Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 8,335 shares worth $3.84M. The position accounts for 0.24% of the portfolio, ranked #102.

Morningstar Investment Management first reported a position in ISRG in Q2 2023 and has held it in 9 quarters since. The position peaked at $13.2M in Q3 2025. 773 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Morningstar Investment Management held 8,335 shares of Intuitive Surgical worth $3.84M as of Q2 2026.
  • Morningstar Investment Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.24% of Morningstar Investment Management's portfolio in Q2 2026, its #102 holding.
  • Morningstar Investment Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 9 quarters since.
  • Morningstar Investment Management's Intuitive Surgical position peaked at $13.2M in Q3 2025.
  • 773 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.