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Mosaic Family Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Mosaic Family Wealth Partners’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 		$249K Buy
+625
New +$273K 0.02% 381

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

Mosaic Family Wealth Partners's ISRG Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 625 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #381 among its holdings.

2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Mosaic Family Wealth Partners held 625 shares of Intuitive Surgical worth $249K as of Q2 2026.
  • Intuitive Surgical was a new Mosaic Family Wealth Partners position in Q2 2026.
  • Intuitive Surgical made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #381 holding.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.