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BankPlus Trust Department’s Intuitive Surgical ISRG Stock Holding History

BankPlus Trust Department’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 		$47.3K Sell
119
-50
-30% -$21.8K 0.01% 276
2026
Q1 		$77.9K Sell
169
-50
-23% -$25.3K 0.02% 236
2025
Q4 		$124K Buy
219
+50
+30% +$26.6K 0.03% 204
2025
Q3 		$75.6K Buy
169
+16
+10% +$7.68K 0.02% 226
2025
Q2 		$83.1K Buy
153
+87
+132% +$45.5K 0.02% 204
2025
Q1 		$32.7K Buy
66
+13
+25% +$7.19K 0.01% 262
2024
Q4 		$27.7K Buy
+53
New +$27.6K 0.01% 275

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BankPlus Trust Department's ISRG Position: Q2 2026 in Review

BankPlus Trust Department reduced its Intuitive Surgical (ISRG) stake by 30% in Q2 2026, selling an estimated $21.8K and leaving 119 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #276.

BankPlus Trust Department first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $124K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • BankPlus Trust Department held 119 shares of Intuitive Surgical worth $47.3K as of Q2 2026.
  • BankPlus Trust Department sold 50 Intuitive Surgical shares in Q2 2026, an estimated $21.8K.
  • Intuitive Surgical made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #276 holding.
  • BankPlus Trust Department first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Intuitive Surgical position peaked at $124K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.