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Mowery & Schoenfeld Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Mowery & Schoenfeld 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 		$21.5K Hold
54
– – 0.03% 193
2026
Q1 		$24.9K Sell
54
-45
-45% -$22.8K 0.04% 162
2025
Q4 		$56.1K Buy
99
+45
+83% +$24K 0.08% 132
2025
Q3 		$24.2K Sell
54
-7
-11% -$3.36K 0.04% 164
2025
Q2 		$33.1K Hold
61
– – 0.05% 144
2025
Q1 		$30.2K Hold
61
– – 0.06% 172
2024
Q4 		$31.8K Sell
61
-159
-72% -$82.8K 0.06% 144
2024
Q3 		$108K Buy
+220
New +$102K 0.17% 57

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ISRG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 54 shares worth $21.5K. The position accounts for 0.03% of the portfolio, ranked #193.

Mowery & Schoenfeld Wealth Management first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $108K in Q3 2024. 1,425 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 54 shares of Intuitive Surgical worth $21.5K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Mowery & Schoenfeld Wealth Management's Intuitive Surgical position peaked at $108K in Q3 2024.
  • 1,425 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.