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Bank of Jackson Hole Trust’s Intuitive Surgical ISRG Stock Holding History

Bank of Jackson Hole 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 		$51.2K Buy
111
+82
+283% +$41.5K 0.02% 246
2025
Q4 		$16.4K Buy
+29
New +$15.4K 0.01% 355
2025
Q3 		– Sell
-6
Closed -$3.26K – 456
2025
Q2 		$3.26K Sell
6
-69
-92% -$36.1K ﹤0.01% 424
2025
Q1 		$43K Buy
75
+31
+70% +$17.1K 0.03% 243
2024
Q4 		$23K Buy
+44
New +$22.9K 0.02% 295

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

Bank of Jackson Hole Trust's ISRG Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its Intuitive Surgical (ISRG) stake by 283% in Q1 2026, buying an estimated $41.5K and bringing the position to 111 shares worth $51.2K. The position accounts for 0.02% of the portfolio, ranked #246.

Bank of Jackson Hole Trust first reported a position in ISRG in Q4 2024 and has held it in 5 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Bank of Jackson Hole Trust held 111 shares of Intuitive Surgical worth $51.2K as of Q1 2026.
  • Bank of Jackson Hole Trust bought 82 Intuitive Surgical shares in Q1 2026, an estimated $41.5K.
  • Intuitive Surgical made up 0.02% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #246 holding.
  • Bank of Jackson Hole Trust first reported a position in Intuitive Surgical in Q4 2024 and has held it in 5 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.