CTA
ISRG icon

Colonial Trust Advisors’s Intuitive Surgical ISRG Stock Holding History

Colonial Trust Advisors’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 Buy
258
+25
+11% +$10.9K 0.01% 278
2026
Q1 		$107K Buy
233
+12
+5% +$6.07K 0.01% 264
2025
Q4 		$125K Buy
221
+64
+41% +$34.1K 0.01% 245
2025
Q3 		$70.2K Buy
157
+10
+7% +$4.8K 0.01% 296
2025
Q2 		$79.9K Buy
147
+45
+44% +$23.5K 0.01% 286
2025
Q1 		$50.5K Buy
102
+100
+5,000% +$55.3K ﹤0.01% 336
2024
Q4 		$1.04K Sell
2
-39
-95% -$20.3K ﹤0.01% 635
2024
Q3 		$20.1K Hold
41
– – ﹤0.01% 450
2024
Q2 		$18.2K Sell
41
-16
-28% -$6.37K ﹤0.01% 439
2024
Q1 		$22.7K Buy
57
+46
+418% +$17.4K ﹤0.01% 445
2023
Q4 		$3.71K Buy
11
+2
+22% +$596 ﹤0.01% 642
2023
Q3 		$2.63K Hold
9
– – ﹤0.01% 687
2023
Q2 		$3.08K Hold
9
– – ﹤0.01% 693
2023
Q1 		$2.3K Sell
9
-1
-10% -$246 ﹤0.01% 715
2022
Q4 		$2.65K Buy
+10
New +$2.44K ﹤0.01% 692

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

Colonial Trust Advisors's ISRG Position: Q2 2026 in Review

Colonial Trust Advisors increased its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, buying an estimated $10.9K and bringing the position to 258 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #278.

Colonial Trust Advisors first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $125K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Colonial Trust Advisors held 258 shares of Intuitive Surgical worth $103K as of Q2 2026.
  • Colonial Trust Advisors bought 25 Intuitive Surgical shares in Q2 2026, an estimated $10.9K.
  • Intuitive Surgical made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #278 holding.
  • Colonial Trust Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust Advisors's Intuitive Surgical position peaked at $125K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.