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S&CO Inc’s Intuitive Surgical ISRG Stock Holding History

S&CO Inc’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 		$2.04M Hold
5,121
– – 0.12% 117
2026
Q1 		$2.36M Hold
5,121
– – 0.15% 109
2025
Q4 		$2.9M Hold
5,121
– – 0.18% 97
2025
Q3 		$2.29M Hold
5,121
– – 0.14% 109
2025
Q2 		$2.78M Hold
5,121
– – 0.18% 96
2025
Q1 		$2.54M Buy
5,121
+2,876
+128% +$1.59M 0.17% 104
2024
Q4 		$1.17M Hold
2,245
– – 0.08% 130
2024
Q3 		$1.1M Hold
2,245
– – 0.07% 136
2024
Q2 		$998K Hold
2,245
– – 0.07% 138
2024
Q1 		$895K Buy
+2,245
New +$848K 0.06% 138

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

S&CO Inc's ISRG Position: Q2 2026 in Review

S&CO Inc held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 5,121 shares worth $2.04M. The position accounts for 0.12% of the portfolio, ranked #117.

S&CO Inc first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.9M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • S&CO Inc held 5,121 shares of Intuitive Surgical worth $2.04M as of Q2 2026.
  • S&CO Inc left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.12% of S&CO Inc's portfolio in Q2 2026, its #117 holding.
  • S&CO Inc first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • S&CO Inc's Intuitive Surgical position peaked at $2.9M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.