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Bath Savings Trust’s Intuitive Surgical ISRG Stock Holding History

Bath Savings 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 		$4.96M Sell
12,463
-1
-0% -$437 0.51% 44
2026
Q1 		$5.75M Sell
12,464
-206
-2% -$104K 0.61% 42
2025
Q4 		$7.18M Sell
12,670
-33
-0.3% -$17.6K 0.72% 34
2025
Q3 		$5.68M Sell
12,703
-105
-0.8% -$50.4K 0.56% 45
2025
Q2 		$6.96M Sell
12,808
-61
-0.5% -$31.9K 0.7% 38
2025
Q1 		$6.37M Sell
12,869
-343
-3% -$190K 0.66% 39
2024
Q4 		$6.9M Sell
13,212
-410
-3% -$214K 0.7% 37
2024
Q3 		$6.69M Sell
13,622
-80
-0.6% -$37.2K 0.66% 38
2024
Q2 		$6.1M Hold
13,702
– – 0.65% 39
2024
Q1 		$5.47M Sell
13,702
-670
-5% -$253K 0.58% 43
2023
Q4 		$4.85M Sell
14,372
-19
-0.1% -$5.66K 0.54% 45
2023
Q3 		$4.21M Sell
14,391
-332
-2% -$104K 0.52% 48
2023
Q2 		$5.03M Buy
14,723
+70
+0.5% +$21.2K 0.59% 45
2023
Q1 		$3.74M Sell
14,653
-125
-0.8% -$30.8K 0.46% 51
2022
Q4 		$3.92M Sell
14,778
-179
-1% -$43.6K 0.51% 53
2022
Q3 		$2.8M Hold
14,957
– – 0.39% 59
2022
Q2 		$3M Sell
14,957
-231
-2% -$54.2K 0.39% 59
2022
Q1 		$4.58M Sell
15,188
-36
-0.2% -$10.5K 0.52% 52
2021
Q4 		$5.47M Sell
15,224
-115
-0.7% -$39.6K 0.57% 44
2021
Q3 		$5.08M Sell
15,339
-252
-2% -$84.6K 0.59% 47
2021
Q2 		$4.78M Sell
15,591
-120
-0.8% -$33.7K 0.56% 48
2021
Q1 		$3.87M Sell
15,711
-90
-0.6% -$22.6K 0.49% 52
2020
Q4 		$4.31M Buy
15,801
+4,485
+40% +$1.11M 0.57% 51
2020
Q3 		$2.68M Hold
11,316
– – 0.44% 48
2020
Q2 		$2.15M Sell
11,316
-39
-0.3% -$6.99K 0.39% 52
2020
Q1 		$1.88M Sell
11,355
-75
-0.7% -$13.7K 0.41% 51
2019
Q4 		$2.25M Hold
11,430
– – 0.41% 52
2019
Q3 		$2.06M Sell
11,430
-165
-1% -$28.5K 0.39% 53
2019
Q2 		$2.03M Sell
11,595
-285
-2% -$48.8K 0.4% 53
2019
Q1 		$2.26M Sell
11,880
-579
-5% -$103K 0.48% 53
2018
Q4 		$1.99M Sell
12,459
-375
-3% -$63.5K 0.49% 50
2018
Q3 		$2.46M Sell
12,834
-474
-4% -$84.2K 0.54% 46
2018
Q2 		$2.12M Sell
13,308
-765
-5% -$117K 0.5% 49
2018
Q1 		$1.94M Sell
14,073
-966
-6% -$135K 0.48% 49
2017
Q4 		$1.83M Sell
15,039
-1,296
-8% -$162K 0.46% 51
2017
Q3 		$1.9M Sell
16,335
-450
-3% -$49K 0.51% 47
2017
Q2 		$1.74M Sell
16,785
-765
-4% -$73.5K 0.48% 47
2017
Q1 		$1.5M Sell
17,550
-1,134
-6% -$89.6K 0.44% 52
2016
Q4 		$1.32M Sell
18,684
-180
-1% -$13.2K 0.41% 57
2016
Q3 		$1.52M Sell
18,864
-225
-1% -$17.2K 0.47% 52
2016
Q2 		$1.4M Buy
19,089
+855
+5% +$60.2K 0.44% 57
2016
Q1 		$1.22M Buy
18,234
+945
+5% +$58.6K 0.39% 56
2015
Q4 		$1.05M Sell
17,289
-45
-0.3% -$2.53K 0.35% 61
2015
Q3 		$885K Buy
17,334
+180
+1% +$10.2K 0.31% 66
2015
Q2 		$924K Sell
17,154
-405
-2% -$22.7K 0.32% 66
2015
Q1 		$985K Hold
17,559
– – 0.33% 68
2014
Q4 		$1.03M Sell
17,559
-45
-0.3% -$2.51K 0.36% 64
2014
Q3 		$904K Buy
17,604
+27
+0.2% +$1.34K 0.34% 62
2014
Q2 		$805K Buy
17,577
+1,035
+6% +$45.7K 0.31% 64
2014
Q1 		$805K Buy
16,542
+720
+5% +$33.9K 0.32% 63
2013
Q4 		$675K Sell
15,822
-4,302
-21% -$181K 0.27% 68
2013
Q3 		$841K Buy
20,124
+2,385
+13% +$105K 0.37% 63
2013
Q2 		$998K Buy
+17,739
New +$977K 0.47% 60

Other funds holding ISRG

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Bath Savings Trust's ISRG Position: Q2 2026 in Review

Bath Savings Trust reduced its Intuitive Surgical (ISRG) stake by 0.01% in Q2 2026, selling an estimated $437 and leaving 12,463 shares worth $4.96M. The position accounts for 0.51% of the portfolio, ranked #44.

Bath Savings Trust first reported a position in ISRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.18M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bath Savings Trust held 12,463 shares of Intuitive Surgical worth $4.96M as of Q2 2026.
  • Bath Savings Trust sold 1 Intuitive Surgical share in Q2 2026, an estimated $437.
  • Intuitive Surgical made up 0.51% of Bath Savings Trust's portfolio in Q2 2026, its #44 holding.
  • Bath Savings Trust first reported a position in Intuitive Surgical in Q2 2013 and has held it in 53 quarters since.
  • Bath Savings Trust's Intuitive Surgical position peaked at $7.18M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.