AT
ISRG icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Trust's ISRG Position: Q1 2026 in Review

American Trust increased its Intuitive Surgical (ISRG) stake by 10% in Q1 2026, buying an estimated $69.3K and bringing the position to 1,512 shares worth $697K. The position accounts for 0.06% of the portfolio, ranked #131.

American Trust first reported a position in ISRG in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • American Trust held 1,512 shares of Intuitive Surgical worth $697K as of Q1 2026.
  • American Trust bought 137 Intuitive Surgical shares in Q1 2026, an estimated $69.3K.
  • Intuitive Surgical made up 0.06% of American Trust's portfolio in Q1 2026, its #131 holding.
  • American Trust first reported a position in Intuitive Surgical in Q4 2021 and has held it in 5 quarters since.
  • American Trust's Intuitive Surgical position peaked at $1.1M in Q4 2021.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.