Mosley Wealth Management
ISRG icon

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
Q3 		$92.8K Buy
217
+6
+3% +$2.29K 0.03% 216
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mosley Wealth Management's ISRG Position: Q3 2026 in Review

Mosley Wealth Management increased its Intuitive Surgical (ISRG) stake by 2.8% in Q3 2026, buying an estimated $2.29K and bringing the position to 217 shares worth $92.8K. The position accounts for 0.03% of the portfolio, ranked #216.

Mosley Wealth Management first reported a position in ISRG in Q4 2025 and has held it in 4 quarters since. The position peaked at $582K in Q4 2025. 1,343 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Mosley Wealth Management held 217 shares of Intuitive Surgical worth $92.8K as of Q3 2026.
  • Mosley Wealth Management bought 6 Intuitive Surgical shares in Q3 2026, an estimated $2.29K.
  • Intuitive Surgical made up 0.03% of Mosley Wealth Management's portfolio in Q3 2026, its #216 holding.
  • Mosley Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and has held it in 4 quarters since.
  • Mosley Wealth Management's Intuitive Surgical position peaked at $582K in Q4 2025.
  • 1,343 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.