MWM
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Mosley Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Mosley Wealth 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 		$83.9K Sell
211
-1,028
-83% -$449K 0.03% 211
2026
Q1 		$554K Sell
1,239
-60
-5% -$30.4K 0.25% 80
2025
Q4 		$582K Buy
+1,299
New +$692K 0.27% 83

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

Mosley Wealth Management's ISRG Position: Q2 2026 in Review

Mosley Wealth Management reduced its Intuitive Surgical (ISRG) stake by 83% in Q2 2026, selling an estimated $449K and leaving 211 shares worth $83.9K. The position accounts for 0.03% of the portfolio, ranked #211.

Mosley Wealth Management first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $582K in Q4 2025. 2,256 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Mosley Wealth Management held 211 shares of Intuitive Surgical worth $83.9K as of Q2 2026.
  • Mosley Wealth Management sold 1,028 Intuitive Surgical shares in Q2 2026, an estimated $449K.
  • Intuitive Surgical made up 0.03% of Mosley Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Mosley Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Mosley Wealth Management's Intuitive Surgical position peaked at $582K in Q4 2025.
  • 2,256 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.