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American Trust’s Intuitive Surgical ISRG Stock Holding History

American Trust’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 		$652K Buy
1,640
+128
+8% +$55.9K 0.05% 143
2026
Q1 		$697K Buy
1,512
+137
+10% +$69.3K 0.06% 131
2025
Q4 		$779K Buy
+1,375
New +$732K 0.07% 131
2022
Q3 		– Sell
-2,225
Closed -$447K – 449
2022
Q2 		$447K Sell
2,225
-751
-25% -$176K 0.04% 234
2022
Q1 		$898K Sell
2,976
-94
-3% -$27.5K 0.06% 161
2021
Q4 		$1.1M Buy
+3,070
New +$1.06M 0.08% 99

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

American Trust's ISRG Position: Q2 2026 in Review

American Trust increased its Intuitive Surgical (ISRG) stake by 8.5% in Q2 2026, buying an estimated $55.9K and bringing the position to 1,640 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #143.

American Trust first reported a position in ISRG in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2021. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • American Trust held 1,640 shares of Intuitive Surgical worth $652K as of Q2 2026.
  • American Trust bought 128 Intuitive Surgical shares in Q2 2026, an estimated $55.9K.
  • Intuitive Surgical made up 0.05% of American Trust's portfolio in Q2 2026, its #143 holding.
  • American Trust first reported a position in Intuitive Surgical in Q4 2021 and has held it in 6 quarters since.
  • American Trust's Intuitive Surgical position peaked at $1.1M in Q4 2021.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.