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Chicago Trust’s Intuitive Surgical ISRG Stock Holding History

Chicago 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 		$398K Sell
1,002
-425
-30% -$186K 0.06% 278
2026
Q1 		$658K Sell
1,427
-513
-26% -$260K 0.11% 196
2025
Q4 		$1.1M Buy
1,940
+139
+8% +$74K 0.17% 108
2025
Q3 		$805K Sell
1,801
-208
-10% -$99.8K 0.11% 166
2025
Q2 		$1.09M Buy
2,009
+665
+49% +$348K 0.15% 128
2025
Q1 		$666K Sell
1,344
-20
-1% -$11.1K 0.12% 163
2024
Q4 		$712K Sell
1,364
-172
-11% -$89.6K 0.13% 158
2024
Q3 		$755K Sell
1,536
-76
-5% -$35.4K 0.13% 150
2024
Q2 		$717K Sell
1,612
-21
-1% -$8.36K 0.15% 133
2024
Q1 		$652K Sell
1,633
-9
-0.5% -$3.4K 0.13% 150
2023
Q4 		$554K Sell
1,642
-50
-3% -$14.9K 0.12% 167
2023
Q3 		$495K Sell
1,692
-318
-16% -$99.3K 0.12% 165
2023
Q2 		$687K Buy
2,010
+485
+32% +$147K 0.16% 147
2023
Q1 		$390K Sell
1,525
-45
-3% -$11.1K 0.1% 190
2022
Q4 		$416K Sell
1,570
-840
-35% -$205K 0.1% 188
2022
Q3 		$452K Sell
2,410
-533
-18% -$114K 0.12% 176
2022
Q2 		$591K Hold
2,943
– – 0.15% 152
2022
Q1 		$888K Sell
2,943
-1,735
-37% -$507K 0.19% 131
2021
Q4 		$1.68M Sell
4,678
-5
-0.1% -$1.72K 0.33% 83
2021
Q3 		$1.55M Buy
4,683
+1,437
+44% +$483K 0.34% 83
2021
Q2 		$995K Buy
+3,246
New +$911K 0.24% 120
2021
Q1 		– Sell
-1,299
Closed -$354K – 218
2020
Q4 		$354K Buy
+1,299
New +$323K 0.12% 159

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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Chicago Trust's ISRG Position: Q2 2026 in Review

Chicago Trust reduced its Intuitive Surgical (ISRG) stake by 30% in Q2 2026, selling an estimated $186K and leaving 1,002 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #278.

Chicago Trust first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.68M in Q4 2021. 488 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Chicago Trust held 1,002 shares of Intuitive Surgical worth $398K as of Q2 2026.
  • Chicago Trust sold 425 Intuitive Surgical shares in Q2 2026, an estimated $186K.
  • Intuitive Surgical made up 0.06% of Chicago Trust's portfolio in Q2 2026, its #278 holding.
  • Chicago Trust first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
  • Chicago Trust's Intuitive Surgical position peaked at $1.68M in Q4 2021.
  • 488 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.