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MPWM Advisory Solutions’s Intuitive Surgical ISRG Stock Holding History

MPWM Advisory Solutions’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 		$43.7K Sell
110
-1
-0.9% -$437 0.02% 218
2026
Q1 		$51.2K Buy
111
+1
+0.9% +$506 0.03% 195
2025
Q4 		$62.3K Hold
110
– – 0.03% 155
2025
Q3 		$49.2K Hold
110
– – 0.03% 167
2025
Q2 		$59.8K Hold
110
– – 0.04% 148
2025
Q1 		$54.5K Hold
110
– – 0.04% 144
2024
Q4 		$57.4K Buy
+110
New +$57.3K 0.04% 144

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

MPWM Advisory Solutions's ISRG Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Intuitive Surgical (ISRG) stake by 0.9% in Q2 2026, selling an estimated $437 and leaving 110 shares worth $43.7K. The position accounts for 0.02% of the portfolio, ranked #218.

MPWM Advisory Solutions first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.3K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • MPWM Advisory Solutions held 110 shares of Intuitive Surgical worth $43.7K as of Q2 2026.
  • MPWM Advisory Solutions sold 1 Intuitive Surgical share in Q2 2026, an estimated $437.
  • Intuitive Surgical made up 0.02% of MPWM Advisory Solutions's portfolio in Q2 2026, its #218 holding.
  • MPWM Advisory Solutions first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Intuitive Surgical position peaked at $62.3K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.