MOTCO’s Intuitive Surgical ISRG Stock Holding History

MOTCO’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	$3.18K	Buy	+8	New	+$3.5K	﹤0.01%	505
2026 Q1	–	Sell	-16	Closed	-$9.06K	–	641
2025 Q4	$9.06K	Hold	16	–	–	﹤0.01%	479
2025 Q3	$7.16K	Buy	16 +13	+433%	+$6.24K	﹤0.01%	492
2025 Q2	$1.44K	Sell	3 -3	-50%	-$1.57K	﹤0.01%	550
2025 Q1	$2.97K	Sell	6 -3	-33%	-$1.66K	﹤0.01%	482
2024 Q4	$4.7K	Sell	9 -48	-84%	-$25K	﹤0.01%	421
2024 Q3	$28K	Hold	57	–	–	﹤0.01%	386
2024 Q2	$25.4K	Buy	+57	New	+$22.7K	﹤0.01%	476
2024 Q1	–	Sell	-11	Closed	-$3.71K	–	725
2023 Q4	$3.71K	Hold	11	–	–	﹤0.01%	544
2023 Q3	$3.21K	Hold	11	–	–	﹤0.01%	598
2023 Q2	$3.76K	Buy	+11	New	+$3.33K	﹤0.01%	581
2022 Q4	–	Sell	-693	Closed	-$130K	–	638
2022 Q3	$130K	Hold	693	–	–	0.01%	259
2022 Q2	$139K	Sell	693 -89	-11%	-$20.9K	0.01%	260
2022 Q1	$236K	Buy	782 +749	+2,270%	+$219K	0.02%	226
2021 Q4	$12K	Hold	33	–	–	﹤0.01%	467
2021 Q3	$11K	Buy	33 +12	+57%	+$4.03K	﹤0.01%	496
2021 Q2	$6K	Buy	+21	New	+$5.89K	﹤0.01%	543
2021 Q1	–	Sell	-39	Closed	-$11K	–	686
2020 Q4	$11K	Hold	39	–	–	﹤0.01%	523
2020 Q3	$9K	Hold	39	–	–	﹤0.01%	466
2020 Q2	$7K	Hold	39	–	–	﹤0.01%	452
2020 Q1	$6K	Buy	+39	New	+$7.14K	﹤0.01%	476
2019 Q3	–	Sell	-291	Closed	-$51K	–	630
2019 Q2	$51K	Buy	+291	New	+$49.9K	﹤0.01%	363

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MOTCO's ISRG Position: Q2 2026 in Review

MOTCO opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 8 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: MOTCO previously reported a position in ISRG as recently as Q4 2025.

MOTCO first reported a position in ISRG in Q2 2019 and has held it in 22 quarters since. The position peaked at $236K in Q1 2022. 2,231 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

MOTCO held 8 shares of Intuitive Surgical worth $3.18K as of Q2 2026.
Intuitive Surgical was a new MOTCO position in Q2 2026.
Intuitive Surgical made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #505 holding.
MOTCO first reported a position in Intuitive Surgical in Q2 2019 and has held it in 22 quarters since.
MOTCO's Intuitive Surgical position peaked at $236K in Q1 2022.
2,231 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.