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Somerset Group’s Intuitive Surgical ISRG Stock Holding History

Somerset Group’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 		$220K Hold
540
– – 0.15% 56
2026
Q1 		$253K Hold
540
– – 0.19% 56
2025
Q4 		$320K Hold
540
– – 0.24% 50
2025
Q3 		$242K Hold
540
– – 0.19% 55
2025
Q2 		$293K Hold
540
– – 0.25% 50
2025
Q1 		$267K Hold
540
– – 0.24% 55
2024
Q4 		$282K Hold
540
– – 0.26% 54
2024
Q3 		$265K Hold
540
– – 0.24% 57
2024
Q2 		$240K Hold
540
– – 0.21% 60
2024
Q1 		$216K Buy
+540
New +$204K 0.2% 56

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

Somerset Group's ISRG Position: Q2 2026 in Review

Somerset Group held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 540 shares worth $220K. The position accounts for 0.15% of the portfolio, ranked #56.

Somerset Group first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $320K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Somerset Group held 540 shares of Intuitive Surgical worth $220K as of Q2 2026.
  • Somerset Group left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.15% of Somerset Group's portfolio in Q2 2026, its #56 holding.
  • Somerset Group first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Somerset Group's Intuitive Surgical position peaked at $320K in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Somerset Group's 13F filing for Q2 2026, filed 12 Aug 2026.