Caldwell Trust
ISRG icon

Caldwell Trust’s Intuitive Surgical ISRG Stock Holding History

Caldwell 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
Q3 		$543K Sell
1,335
-715
-35% -$273K 0.04% 225
2026
Q2 		$815K Sell
2,050
-192
-9% -$83.9K 0.07% 182
2026
Q1 		$1.03M Sell
2,242
-12
-0.5% -$6.07K 0.09% 161
2025
Q4 		$1.28M Sell
2,254
-551
-20% -$293K 0.11% 145
2025
Q3 		$1.25M Buy
2,805
+495
+21% +$238K 0.12% 151
2025
Q2 		$1.26M Buy
2,310
+40
+2% +$20.9K 0.13% 145
2025
Q1 		$1.12M Buy
2,270
+213
+10% +$118K 0.12% 151
2024
Q4 		$1.07M Buy
2,057
+8
+0.4% +$4.17K 0.11% 148
2024
Q3 		$1.01M Buy
2,049
+91
+5% +$42.4K 0.11% 158
2024
Q2 		$871K Buy
1,958
+148
+8% +$58.9K 0.1% 164
2024
Q1 		$722K Buy
1,810
+84
+5% +$31.7K 0.08% 174
2023
Q4 		$582K Buy
1,726
+169
+11% +$50.4K 0.07% 192
2023
Q3 		$455K Buy
1,557
+33
+2% +$10.3K 0.06% 210
2023
Q2 		$521K Hold
1,524
– – 0.07% 196
2023
Q1 		$389K Hold
1,524
– – 0.05% 219
2022
Q4 		$404K Hold
1,524
– – 0.06% 209
2022
Q3 		$286K Hold
1,524
– – 0.04% 236
2022
Q2 		$306K Sell
1,524
-3
-0.2% -$704 0.04% 232
2022
Q1 		$461K Hold
1,527
– – 0.05% 213
2021
Q4 		$549K Sell
1,527
-66
-4% -$22.7K 0.06% 201
2021
Q3 		$528K Hold
1,593
– – 0.07% 197
2021
Q2 		$488K Buy
1,593
+3
+0.2% +$842 0.06% 193
2021
Q1 		$392K Hold
1,590
– – 0.05% 201
2020
Q4 		$434K Hold
1,590
– – 0.07% 186
2020
Q3 		$376K Hold
1,590
– – 0.06% 193
2020
Q2 		$302K Hold
1,590
– – 0.05% 205
2020
Q1 		$262K Hold
1,590
– – 0.05% 210
2019
Q4 		$313K Buy
+1,590
New +$298K 0.05% 216

Other funds holding ISRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Caldwell Trust's ISRG Position: Q3 2026 in Review

Caldwell Trust reduced its Intuitive Surgical (ISRG) stake by 35% in Q3 2026, selling an estimated $273K and leaving 1,335 shares worth $543K. The position accounts for 0.04% of the portfolio, ranked #225.

Caldwell Trust first reported a position in ISRG in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.28M in Q4 2025. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Caldwell Trust held 1,335 shares of Intuitive Surgical worth $543K as of Q3 2026.
  • Caldwell Trust sold 715 Intuitive Surgical shares in Q3 2026, an estimated $273K.
  • Intuitive Surgical made up 0.04% of Caldwell Trust's portfolio in Q3 2026, its #225 holding.
  • Caldwell Trust first reported a position in Intuitive Surgical in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Intuitive Surgical position peaked at $1.28M in Q4 2025.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.