BOS
ISRG icon

Bank of Stockton’s Intuitive Surgical ISRG Stock Holding History

Bank of Stockton’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 		$775K Buy
1,949
+76
+4% +$33.2K 0.22% 74
2026
Q1 		$863K Buy
1,873
+417
+29% +$211K 0.27% 66
2025
Q4 		$825K Buy
1,456
+29
+2% +$15.4K 0.24% 73
2025
Q3 		$638K Buy
1,427
+197
+16% +$94.5K 0.18% 80
2025
Q2 		$668K Hold
1,230
– – 0.2% 72
2025
Q1 		$609K Buy
1,230
+69
+6% +$38.2K 0.19% 76
2024
Q4 		$606K Buy
1,161
+138
+13% +$71.9K 0.18% 76
2024
Q3 		$503K Buy
1,023
+163
+19% +$75.9K 0.15% 93
2024
Q2 		$383K Buy
+860
New +$343K 0.12% 102
2023
Q3 		– Sell
-690
Closed -$236K – 121
2023
Q2 		$236K Buy
+690
New +$209K 0.08% 111
2022
Q2 		– Sell
-880
Closed -$265K – 118
2022
Q1 		$265K Sell
880
-330
-27% -$96.4K 0.08% 109
2021
Q4 		$435K Sell
1,210
-245
-17% -$84.3K 0.13% 88
2021
Q3 		$482K Sell
1,455
-120
-8% -$40.3K 0.15% 78
2021
Q2 		$483K Sell
1,575
-15
-0.9% -$4.21K 0.15% 82
2021
Q1 		$391K Sell
1,590
-117
-7% -$29.4K 0.13% 91
2020
Q4 		$465K Sell
1,707
-69
-4% -$17.1K 0.18% 77
2020
Q3 		$420K Sell
1,776
-174
-9% -$39.1K 0.18% 80
2020
Q2 		$370K Buy
+1,950
New +$350K 0.16% 88

Other funds holding ISRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Bank of Stockton increased its Intuitive Surgical (ISRG) stake by 4.1% in Q2 2026, buying an estimated $33.2K and bringing the position to 1,949 shares worth $775K. The position accounts for 0.22% of the portfolio, ranked #74.

Bank of Stockton first reported a position in ISRG in Q2 2020 and has held it in 18 quarters since. The position peaked at $863K in Q1 2026. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bank of Stockton held 1,949 shares of Intuitive Surgical worth $775K as of Q2 2026.
  • Bank of Stockton bought 76 Intuitive Surgical shares in Q2 2026, an estimated $33.2K.
  • Intuitive Surgical made up 0.22% of Bank of Stockton's portfolio in Q2 2026, its #74 holding.
  • Bank of Stockton first reported a position in Intuitive Surgical in Q2 2020 and has held it in 18 quarters since.
  • Bank of Stockton's Intuitive Surgical position peaked at $863K in Q1 2026.
  • 955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.