Canandaigua National Bank & Trust’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $318K | Buy |
+799
| New | +$349K | 0.03% | 266 |
|
|
2025
Q4 | $1.02M | Buy |
1,796
+1,048
| +140% | +$558K | 0.09% | 178 |
|
|
2025
Q3 | $335K | Sell |
748
-9
| -1% | -$4.32K | 0.03% | 266 |
|
|
2025
Q2 | $411K | Hold |
757
| – | – | 0.04% | 254 |
|
|
2025
Q1 | $375K | Hold |
757
| – | – | 0.04% | 256 |
|
|
2024
Q4 | $395K | Hold |
757
| – | – | 0.04% | 246 |
|
|
2024
Q3 | $372K | Hold |
757
| – | – | 0.04% | 246 |
|
|
2024
Q2 | $337K | Sell |
757
-69
| -8% | -$27.5K | 0.04% | 231 |
|
|
2024
Q1 | $330K | Sell |
826
-3,506
| -81% | -$1.32M | 0.05% | 209 |
|
|
2023
Q4 | $1.46M | Sell |
4,332
-443
| -9% | -$132K | 0.23% | 113 |
|
|
2023
Q3 | $1.4M | Sell |
4,775
-154
| -3% | -$48.1K | 0.23% | 111 |
|
|
2023
Q2 | $1.69M | Sell |
4,929
-461
| -9% | -$139K | 0.27% | 101 |
|
|
2023
Q1 | $1.38M | Buy |
+5,390
| New | +$1.33M | 0.23% | 114 |
|
|
2020
Q1 | $885K | Buy |
5,361
+909
| +20% | +$166K | 0.19% | 123 |
|
|
2019
Q4 | $877K | Sell |
4,452
-711
| -14% | -$133K | 0.15% | 139 |
|
|
2019
Q3 | $929K | Buy |
5,163
+15
| +0.3% | +$2.59K | 0.16% | 136 |
|
|
2019
Q2 | $900K | Sell |
5,148
-621
| -11% | -$106K | 0.17% | 131 |
|
|
2019
Q1 | $1.1M | Sell |
5,769
-42
| -0.7% | -$7.46K | 0.21% | 115 |
|
|
2018
Q4 | $928K | Sell |
5,811
-60
| -1% | -$10.2K | 0.2% | 124 |
|
|
2018
Q3 | $1.12M | Sell |
5,871
-618
| -10% | -$110K | 0.2% | 123 |
|
|
2018
Q2 | $1.03M | Sell |
6,489
-360
| -5% | -$54.9K | 0.2% | 127 |
|
|
2018
Q1 | $942K | Sell |
6,849
-1,548
| -18% | -$216K | 0.12% | 165 |
|
|
2017
Q4 | $1.02M | Sell |
8,397
-801
| -9% | -$100K | 0.18% | 121 |
|
|
2017
Q3 | $1.07M | Sell |
9,198
-558
| -6% | -$60.8K | 0.2% | 120 |
|
|
2017
Q2 | $1.01M | Sell |
9,756
-990
| -9% | -$95.1K | 0.21% | 115 |
|
|
2017
Q1 | $915K | Sell |
10,746
-4,428
| -29% | -$350K | 0.27% | 94 |
|
|
2016
Q4 | $1.07M | Sell |
15,174
-99
| -0.6% | -$7.28K | 0.32% | 86 |
|
|
2016
Q3 | $1.23M | Sell |
15,273
-432
| -3% | -$33.1K | 0.36% | 77 |
|
|
2016
Q2 | $1.15M | Sell |
15,705
-225
| -1% | -$15.8K | 0.33% | 85 |
|
|
2016
Q1 | $1.06M | Sell |
15,930
-2,790
| -15% | -$173K | 0.31% | 86 |
|
|
2015
Q4 | $1.14M | Sell |
18,720
-414
| -2% | -$23.3K | 0.35% | 79 |
|
|
2015
Q3 | $977K | Sell |
19,134
-54
| -0.3% | -$3.06K | 0.31% | 84 |
|
|
2015
Q2 | $1.03M | Sell |
19,188
-558
| -3% | -$31.2K | 0.3% | 85 |
|
|
2015
Q1 | $1.11M | Sell |
19,746
-6,489
| -25% | -$367K | 0.33% | 81 |
|
|
2014
Q4 | $1.54M | Sell |
26,235
-45
| -0.2% | -$2.51K | 0.49% | 54 |
|
|
2014
Q3 | $1.35M | Sell |
26,280
-522
| -2% | -$25.9K | 0.45% | 60 |
|
|
2014
Q2 | $1.23M | Buy |
26,802
+9,261
| +53% | +$409K | 0.41% | 62 |
|
|
2014
Q1 | $854K | Buy |
17,541
+10,899
| +164% | +$513K | 0.29% | 82 |
|
|
2013
Q4 | $283K | Buy |
6,642
+1,818
| +38% | +$76.5K | 0.1% | 144 |
|
|
2013
Q3 | $202K | Buy |
+4,824
| New | +$213K | 0.08% | 169 |
|
Other funds holding ISRG
Canandaigua National Bank & Trust's ISRG Position: Q2 2026 in Review
Canandaigua National Bank & Trust opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 799 shares worth $318K. The stake represents 0.03% of the portfolio and ranks #266 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in ISRG as recently as Q4 2025.
Canandaigua National Bank & Trust first reported a position in ISRG in Q3 2013 and has held it in 40 quarters since. The position peaked at $1.69M in Q2 2023. 1,330 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Canandaigua National Bank & Trust held 799 shares of Intuitive Surgical worth $318K as of Q2 2026.
- Intuitive Surgical was a new Canandaigua National Bank & Trust position in Q2 2026.
- Intuitive Surgical made up 0.03% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #266 holding.
- Canandaigua National Bank & Trust first reported a position in Intuitive Surgical in Q3 2013 and has held it in 40 quarters since.
- Canandaigua National Bank & Trust's Intuitive Surgical position peaked at $1.69M in Q2 2023.
- 1,330 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.