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Central Bank & Trust’s Intuitive Surgical ISRG Stock Holding History

Central Bank & 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 		$6.2M Buy
15,244
+796
+6% +$304K 0.88% 29
2026
Q2 		$5.75M Sell
14,448
-625
-4% -$273K 0.81% 31
2026
Q1 		$6.95M Sell
15,073
-89
-0.6% -$45K 1.09% 25
2025
Q4 		$8.59M Sell
15,162
-174
-1% -$92.6K 1.33% 21
2025
Q3 		$6.86M Sell
15,336
-1,446
-9% -$694K 1.08% 27
2025
Q2 		$9.12M Sell
16,782
-181
-1% -$94.6K 1.49% 15
2025
Q1 		$8.4M Sell
16,963
-177
-1% -$97.9K 1.4% 19
2024
Q4 		$8.95M Sell
17,140
-3,062
-15% -$1.59M 1.35% 22
2024
Q3 		$9.9M Sell
20,202
-2,118
-9% -$986K 1.37% 20
2024
Q2 		$9.9M Sell
22,320
-166
-0.7% -$66.1K 1.38% 20
2024
Q1 		$8.97M Sell
22,486
-1,272
-5% -$481K 1.28% 24
2023
Q4 		$8.01M Buy
23,758
+251
+1% +$74.8K 1.24% 26
2023
Q3 		$6.87M Sell
23,507
-355
-1% -$111K 1.19% 30
2023
Q2 		$8.16M Sell
23,862
-350
-1% -$106K 1.38% 23
2023
Q1 		$6.19M Sell
24,212
-71
-0.3% -$17.5K 1.1% 33
2022
Q4 		$6.44M Sell
24,283
-2,418
-9% -$590K 1.22% 32
2022
Q3 		$5M Buy
26,701
+1,865
+8% +$401K 1.08% 36
2022
Q2 		$4.98M Buy
24,836
+575
+2% +$135K 1.02% 38
2022
Q1 		$7.32M Buy
24,261
+282
+1% +$82.4K 1.17% 28
2021
Q4 		$8.62M Buy
23,979
+18
+0.1% +$6.19K 1.33% 23
2021
Q3 		$7.94M Buy
23,961
+618
+3% +$208K 1.31% 25
2021
Q2 		$7.16M Buy
23,343
+81
+0.3% +$22.7K 1.16% 28
2021
Q1 		$5.73M Sell
23,262
-993
-4% -$250K 0.98% 36
2020
Q4 		$6.61M Sell
24,255
-15
-0.1% -$3.72K 1.14% 30
2020
Q3 		$5.74M Buy
24,270
+309
+1% +$69.4K 1.07% 31
2020
Q2 		$4.55M Sell
23,961
-432
-2% -$77.4K 0.9% 37
2020
Q1 		$4.03M Buy
24,393
+3,873
+19% +$709K 0.97% 30
2019
Q4 		$4.04M Buy
20,520
+4,224
+26% +$791K 0.8% 45
2019
Q3 		$2.93M Buy
16,296
+5,049
+45% +$873K 0.63% 50
2019
Q2 		$1.97M Buy
+11,247
New +$1.93M 0.44% 63

Other funds holding ISRG

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Central Bank & Trust's ISRG Position: Q3 2026 in Review

Central Bank & Trust increased its Intuitive Surgical (ISRG) stake by 5.5% in Q3 2026, buying an estimated $304K and bringing the position to 15,244 shares worth $6.2M. The position accounts for 0.88% of the portfolio, ranked #29.

Central Bank & Trust first reported a position in ISRG in Q2 2019 and has held it in 30 quarters since. The position peaked at $9.9M in Q2 2024. 1,678 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Central Bank & Trust held 15,244 shares of Intuitive Surgical worth $6.2M as of Q3 2026.
  • Central Bank & Trust bought 796 Intuitive Surgical shares in Q3 2026, an estimated $304K.
  • Intuitive Surgical made up 0.88% of Central Bank & Trust's portfolio in Q3 2026, its #29 holding.
  • Central Bank & Trust first reported a position in Intuitive Surgical in Q2 2019 and has held it in 30 quarters since.
  • Central Bank & Trust's Intuitive Surgical position peaked at $9.9M in Q2 2024.
  • 1,678 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Central Bank & Trust's 13F filing for Q3 2026, filed 9 Oct 2026.