Arlington Trust’s Intuitive Surgical ISRG Stock Holding History

Arlington 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	$240K	Hold	604	–	–	0.02%	102
2026 Q1	$278K	Buy	604 +80	+15%	+$40.5K	0.02%	76
2025 Q4	$297K	Sell	524 -224	-30%	-$119K	0.03%	69
2025 Q3	$335K	Sell	748 -3	-0.4%	-$1.44K	0.06%	129
2025 Q2	$408K	Buy	751 +6	+0.8%	+$3.14K	0.08%	112
2025 Q1	$369K	Buy	745 +191	+34%	+$106K	0.08%	120
2024 Q4	$289K	Hold	554	–	–	0.06%	139
2024 Q3	$272K	Hold	554	–	–	0.06%	137
2024 Q2	$246K	Buy	554 +100	+22%	+$39.8K	0.06%	134
2024 Q1	$181K	Sell	454 -17	-4%	-$6.42K	0.05%	142
2023 Q4	$159K	Buy	471 +435	+1,208%	+$130K	0.04%	155
2023 Q3	$10.5K	Buy	+36	New	+$11.2K	﹤0.01%	232

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Arlington Trust's ISRG Position: Q2 2026 in Review

Arlington Trust held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 604 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #102.

Arlington Trust first reported a position in ISRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $408K in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Arlington Trust held 604 shares of Intuitive Surgical worth $240K as of Q2 2026.
Arlington Trust left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.02% of Arlington Trust's portfolio in Q2 2026, its #102 holding.
Arlington Trust first reported a position in Intuitive Surgical in Q3 2023 and has held it in 12 quarters since.
Arlington Trust's Intuitive Surgical position peaked at $408K in Q2 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.