S.A. Mason’s Intuitive Surgical ISRG Stock Holding History

S.A. Mason’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	$1.09M	Hold	2,745	–	–	0.34%	71
2026 Q1	$1.27M	Buy	2,745 +995	+57%	+$503K	0.48%	58
2025 Q4	$991K	Buy	1,750 +225	+15%	+$120K	0.39%	67
2025 Q3	$682K	Buy	1,525 +600	+65%	+$288K	0.3%	77
2025 Q2	$503K	Buy	925 +430	+87%	+$225K	0.24%	92
2025 Q1	$245K	Hold	495	–	–	0.13%	153
2024 Q4	$258K	Buy	495 +20	+4%	+$10.4K	0.14%	146
2024 Q3	$233K	Buy	475 +10	+2%	+$4.66K	0.12%	158
2024 Q2	$207K	Hold	465	–	–	0.12%	160
2024 Q1	$186K	Hold	465	–	–	0.11%	162
2023 Q4	$157K	Hold	465	–	–	0.11%	167
2023 Q3	$136K	Hold	465	–	–	0.1%	174
2023 Q2	$119K	Hold	465	–	–	0.09%	187
2023 Q1	$119K	Hold	465	–	–	0.09%	187
2022 Q4	$123K	Buy	+465	New	+$113K	0.09%	179
2022 Q2	–	Sell	-465	Closed	-$140K	–	328
2022 Q1	$140K	Hold	465	–	–	0.09%	185
2021 Q4	$167K	Hold	465	–	–	0.1%	174
2021 Q3	$154K	Hold	465	–	–	0.1%	172
2021 Q2	$143K	Hold	465	–	–	0.1%	178
2021 Q1	$115K	Hold	465	–	–	0.09%	185
2020 Q4	$127K	Buy	465 +30	+7%	+$7.45K	0.11%	169
2020 Q3	$103K	Sell	435 -3	-0.7%	-$674	0.1%	167
2020 Q2	$83K	Hold	438	–	–	0.09%	181
2020 Q1	$72K	Buy	438 +3	+0.7%	+$549	0.09%	176
2019 Q4	$86K	Buy	+435	New	+$81.4K	0.08%	190

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

S.A. Mason's ISRG Position: Q2 2026 in Review

S.A. Mason held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 2,745 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #71.

S.A. Mason first reported a position in ISRG in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.27M in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

S.A. Mason held 2,745 shares of Intuitive Surgical worth $1.09M as of Q2 2026.
S.A. Mason left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.34% of S.A. Mason's portfolio in Q2 2026, its #71 holding.
S.A. Mason first reported a position in Intuitive Surgical in Q4 2019 and has held it in 25 quarters since.
S.A. Mason's Intuitive Surgical position peaked at $1.27M in Q1 2026.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.