BTI
ISRG icon

Blue Trust Inc’s Intuitive Surgical ISRG Stock Holding History

Blue Trust Inc’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 		$1.57M Sell
3,954
-1,349
-25% -$589K 0.02% 217
2026
Q1 		$2.44M Buy
5,303
+159
+3% +$80.4K 0.03% 166
2025
Q4 		$2.91M Buy
5,144
+414
+9% +$220K 0.03% 150
2025
Q3 		$2.12M Sell
4,730
-500
-10% -$240K 0.02% 177
2025
Q2 		$2.84M Buy
5,230
+368
+8% +$192K 0.03% 142
2025
Q1 		$2.41M Buy
4,862
+395
+9% +$218K 0.03% 143
2024
Q4 		$2.33M Buy
4,467
+734
+20% +$382K 0.03% 133
2024
Q3 		$1.66M Sell
3,733
-408
-10% -$190K 0.02% 180
2024
Q2 		$1.65M Buy
4,141
+1,951
+89% +$777K 0.02% 153
2024
Q1 		$874K Buy
2,190
+203
+10% +$76.7K 0.01% 192
2023
Q4 		$581K Sell
1,987
-65
-3% -$19.4K 0.01% 220
2023
Q3 		$702K Buy
2,052
+521
+34% +$163K 0.01% 204
2023
Q2 		$391K Sell
1,531
-468
-23% -$142K 0.01% 266
2023
Q1 		$531K Sell
1,999
-887
-31% -$219K 0.01% 281
2022
Q4 		$541K Buy
2,886
+871
+43% +$212K 0.01% 242
2022
Q3 		$404K Buy
2,015
+466
+30% +$100K 0.01% 231
2022
Q2 		$467K Buy
+1,549
New +$363K 0.01% 205

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

Blue Trust Inc's ISRG Position: Q2 2026 in Review

Blue Trust Inc reduced its Intuitive Surgical (ISRG) stake by 25% in Q2 2026, selling an estimated $589K and leaving 3,954 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #217.

Blue Trust Inc first reported a position in ISRG in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.91M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Blue Trust Inc held 3,954 shares of Intuitive Surgical worth $1.57M as of Q2 2026.
  • Blue Trust Inc sold 1,349 Intuitive Surgical shares in Q2 2026, an estimated $589K.
  • Intuitive Surgical made up 0.02% of Blue Trust Inc's portfolio in Q2 2026, its #217 holding.
  • Blue Trust Inc first reported a position in Intuitive Surgical in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Intuitive Surgical position peaked at $2.91M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.