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Clearstead Trust’s Intuitive Surgical ISRG Stock Holding History

Clearstead 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 		$103K Hold
260
– – 0.01% 245
2026
Q1 		$120K Hold
260
– – 0.02% 225
2025
Q4 		$147K Sell
260
-15
-5% -$7.99K 0.02% 216
2025
Q3 		$123K Sell
275
-3
-1% -$1.44K 0.02% 221
2025
Q2 		$151K Buy
278
+18
+7% +$9.41K 0.03% 202
2025
Q1 		$129K Hold
260
– – 0.03% 187
2024
Q4 		$136K Hold
260
– – 0.03% 179
2024
Q3 		$128K Hold
260
– – 0.03% 166
2024
Q2 		$116K Hold
260
– – 0.03% 171
2024
Q1 		$104K Sell
260
-1,467
-85% -$554K 0.03% 185
2023
Q4 		$583K Buy
+1,727
New +$515K 0.16% 84

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clearstead Trust's ISRG Position: Q2 2026 in Review

Clearstead Trust held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 260 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #245.

Clearstead Trust first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $583K in Q4 2023. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Clearstead Trust held 260 shares of Intuitive Surgical worth $103K as of Q2 2026.
  • Clearstead Trust left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #245 holding.
  • Clearstead Trust first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Clearstead Trust's Intuitive Surgical position peaked at $583K in Q4 2023.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.