Morton Brown Family Wealth’s Intuitive Surgical ISRG Stock Holding History

Morton Brown Family Wealth’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	$7.16K	Hold	18	–	–	﹤0.01%	219
2026 Q1	$8.3K	Hold	18	–	–	﹤0.01%	201
2025 Q4	$10.2K	Buy	+18	New	+$9.58K	﹤0.01%	193
2025 Q3	–	Sell	-8	Closed	-$4.35K	–	296
2025 Q2	$4.35K	Hold	8	–	–	﹤0.01%	245
2025 Q1	$3.96K	Buy	+8	New	+$4.42K	﹤0.01%	249
2023 Q2	–	Sell	-4	Closed	-$1.02K	–	241
2023 Q1	$1.02K	Buy	+4	New	+$985	﹤0.01%	265

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Morton Brown Family Wealth's ISRG Position: Q2 2026 in Review

Morton Brown Family Wealth held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 18 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Morton Brown Family Wealth first reported a position in ISRG in Q1 2023 and has held it in 6 quarters since. The position peaked at $10.2K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Morton Brown Family Wealth held 18 shares of Intuitive Surgical worth $7.16K as of Q2 2026.
Morton Brown Family Wealth left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #219 holding.
Morton Brown Family Wealth first reported a position in Intuitive Surgical in Q1 2023 and has held it in 6 quarters since.
Morton Brown Family Wealth's Intuitive Surgical position peaked at $10.2K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.