Bank of Marin’s Intuitive Surgical ISRG Stock Holding History

Bank of Marin’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	$758K	Sell	1,906 -20	-1%	-$8.74K	0.53%	50
2026 Q1	$888K	Hold	1,926	–	–	0.65%	45
2025 Q4	$1.09M	Sell	1,926 -30	-2%	-$16K	0.75%	42
2025 Q3	$875K	Hold	1,956	–	–	0.62%	48
2025 Q2	$1.06M	Hold	1,956	–	–	0.8%	39
2025 Q1	$969K	Sell	1,956 -2	-0.1%	-$1.11K	1.23%	24
2024 Q4	$1.02M	Hold	1,958	–	–	0.81%	37
2024 Q3	$962K	Hold	1,958	–	–	0.77%	39
2024 Q2	$871K	Sell	1,958 -93	-5%	-$37K	0.75%	39
2024 Q1	$819K	Hold	2,051	–	–	0.72%	44
2023 Q4	$692K	Hold	2,051	–	–	0.62%	53
2023 Q3	$599K	Sell	2,051 -72	-3%	-$22.5K	0.58%	59
2023 Q2	$726K	Sell	2,123 -50	-2%	-$15.1K	0.68%	51
2023 Q1	$555K	Sell	2,173 -189	-8%	-$46.6K	0.53%	65
2022 Q4	$627K	Sell	2,362 -75	-3%	-$18.3K	0.59%	63
2022 Q3	$457K	Sell	2,437 -30	-1%	-$6.44K	0.45%	76
2022 Q2	$495K	Sell	2,467 -67	-3%	-$15.7K	0.44%	78
2022 Q1	$764K	Sell	2,534 -1	-0%	-$292	0.56%	66
2021 Q4	$911K	Hold	2,535	–	–	0.61%	60
2021 Q3	$840K	Sell	2,535 -51	-2%	-$17.1K	0.61%	59
2021 Q2	$793K	Sell	2,586 -9	-0.3%	-$2.52K	0.58%	63
2021 Q1	$639K	Hold	2,595	–	–	0.51%	72
2020 Q4	$708K	Hold	2,595	–	–	0.6%	58
2020 Q3	$614K	Sell	2,595 -873	-25%	-$196K	0.63%	54
2020 Q2	$659K	Hold	3,468	–	–	0.75%	43
2020 Q1	$572K	Hold	3,468	–	–	0.78%	44
2019 Q4	$683K	Buy	+3,468	New	+$649K	0.69%	45

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Marin's ISRG Position: Q2 2026 in Review

Bank of Marin reduced its Intuitive Surgical (ISRG) stake by 1% in Q2 2026, selling an estimated $8.74K and leaving 1,906 shares worth $758K. The position accounts for 0.53% of the portfolio, ranked #50.

Bank of Marin first reported a position in ISRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.09M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Bank of Marin held 1,906 shares of Intuitive Surgical worth $758K as of Q2 2026.
Bank of Marin sold 20 Intuitive Surgical shares in Q2 2026, an estimated $8.74K.
Intuitive Surgical made up 0.53% of Bank of Marin's portfolio in Q2 2026, its #50 holding.
Bank of Marin first reported a position in Intuitive Surgical in Q4 2019 and has held it in 27 quarters since.
Bank of Marin's Intuitive Surgical position peaked at $1.09M in Q4 2025.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.