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Diversified Trust’s Intuitive Surgical ISRG Stock Holding History

Diversified 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 		$1.22M Sell
3,079
-1,290
-30% -$564K 0.02% 429
2026
Q1 		$2.01M Sell
4,369
-1,812
-29% -$917K 0.04% 249
2025
Q4 		$3.5M Buy
6,181
+3,016
+95% +$1.61M 0.06% 160
2025
Q3 		$1.42M Buy
3,165
+71
+2% +$34.1K 0.03% 334
2025
Q2 		$1.68M Sell
3,094
-2,307
-43% -$1.21M 0.04% 267
2025
Q1 		$2.67M Buy
5,401
+1,018
+23% +$563K 0.07% 168
2024
Q4 		$2.29M Buy
4,383
+25
+0.6% +$13K 0.06% 202
2024
Q3 		$2.14M Sell
4,358
-959
-18% -$446K 0.05% 217
2024
Q2 		$2.37M Sell
5,317
-1,257
-19% -$501K 0.07% 179
2024
Q1 		$2.62M Buy
6,574
+479
+8% +$181K 0.08% 157
2023
Q4 		$2.06M Sell
6,095
-707
-10% -$211K 0.07% 167
2023
Q3 		$1.99M Buy
6,802
+189
+3% +$59K 0.08% 150
2023
Q2 		$2.26M Sell
6,613
-95
-1% -$28.7K 0.08% 139
2023
Q1 		$1.71M Sell
6,708
-688
-9% -$169K 0.07% 169
2022
Q4 		$1.96M Buy
7,396
+2,683
+57% +$654K 0.08% 133
2022
Q3 		$883K Buy
4,713
+698
+17% +$150K 0.04% 233
2022
Q2 		$806K Buy
4,015
+1,085
+37% +$255K 0.03% 271
2022
Q1 		$884K Sell
2,930
-64
-2% -$18.7K 0.03% 287
2021
Q4 		$1.08M Sell
2,994
-1,515
-34% -$521K 0.04% 244
2021
Q3 		$1.49M Buy
4,509
+633
+16% +$213K 0.05% 170
2021
Q2 		$1.19M Buy
3,876
+1,053
+37% +$295K 0.04% 207
2021
Q1 		$695K Sell
2,823
-444
-14% -$112K 0.03% 283
2020
Q4 		$891K Buy
3,267
+630
+24% +$156K 0.04% 225
2020
Q3 		$624K Buy
2,637
+1,059
+67% +$238K 0.03% 266
2020
Q2 		$300K Sell
1,578
-372
-19% -$66.7K 0.02% 391
2020
Q1 		$322K Sell
1,950
-9
-0.5% -$1.65K 0.02% 284
2019
Q4 		$386K Buy
+1,959
New +$367K 0.02% 288
2014
Q2 		$964K Buy
+21,060
New +$929K 0.08% 259
2013
Q4 		$1.01M Buy
23,760
+4,230
+22% +$178K 0.1% 196
2013
Q3 		$817K Buy
19,530
+9,270
+90% +$409K 0.09% 239
2013
Q2 		$577K Buy
+10,260
New +$565K 0.07% 278

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
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
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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Diversified Trust's ISRG Position: Q2 2026 in Review

Diversified Trust reduced its Intuitive Surgical (ISRG) stake by 30% in Q2 2026, selling an estimated $564K and leaving 3,079 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #429.

Diversified Trust first reported a position in ISRG in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.5M in Q4 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Diversified Trust held 3,079 shares of Intuitive Surgical worth $1.22M as of Q2 2026.
  • Diversified Trust sold 1,290 Intuitive Surgical shares in Q2 2026, an estimated $564K.
  • Intuitive Surgical made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #429 holding.
  • Diversified Trust first reported a position in Intuitive Surgical in Q2 2013 and has held it in 31 quarters since.
  • Diversified Trust's Intuitive Surgical position peaked at $3.5M in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.