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 Q3	$12.2K	Hold	30	–	–	﹤0.01%	315
2026 Q2	$11.9K	Hold	30	–	–	﹤0.01%	359
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Coastline Trust's ISRG Position: Q3 2026 in Review

Coastline Trust held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 30 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Coastline Trust first reported a position in ISRG in Q2 2023 and has held it in 12 quarters since. The position peaked at $292K in Q2 2023. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Coastline Trust held 30 shares of Intuitive Surgical worth $12.2K as of Q3 2026.
Coastline Trust left its Intuitive Surgical share count unchanged in Q3 2026.
Intuitive Surgical made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #315 holding.
Coastline Trust first reported a position in Intuitive Surgical in Q2 2023 and has held it in 12 quarters since.
Coastline Trust's Intuitive Surgical position peaked at $292K in Q2 2023.
94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.