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Coastline Trust’s Intuitive Surgical ISRG Stock Holding History

Coastline 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
Q1 		$13.8K Hold
30
– – ﹤0.01% 340
2025
Q4 		$17K Hold
30
– – ﹤0.01% 322
2025
Q3 		$13.4K Hold
30
– – ﹤0.01% 332
2025
Q2 		$16.3K Hold
30
– – ﹤0.01% 321
2025
Q1 		$14.9K Sell
30
-2
-6% -$1.11K ﹤0.01% 322
2024
Q4 		$16.7K Buy
32
+2
+7% +$1.04K ﹤0.01% 334
2024
Q3 		$14.7K Buy
+30
New +$14K ﹤0.01% 355
2024
Q1 		– Sell
-855
Closed -$288K – 256
2023
Q4 		$288K Hold
855
– – 0.04% 231
2023
Q3 		$250K Hold
855
– – 0.04% 238
2023
Q2 		$292K Buy
+855
New +$259K 0.04% 247

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coastline Trust's ISRG Position: Q1 2026 in Review

Coastline Trust held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 30 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Coastline Trust first reported a position in ISRG in Q2 2023 and has held it in 10 quarters since. The position peaked at $292K in Q2 2023. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Coastline Trust held 30 shares of Intuitive Surgical worth $13.8K as of Q1 2026.
  • Coastline Trust left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up ﹤0.01% of Coastline Trust's portfolio in Q1 2026, its #340 holding.
  • Coastline Trust first reported a position in Intuitive Surgical in Q2 2023 and has held it in 10 quarters since.
  • Coastline Trust's Intuitive Surgical position peaked at $292K in Q2 2023.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Coastline Trust's 13F filing for Q1 2026, filed 3 Apr 2026.