Diversified Trust’s Intuitive Surgical ISRG Stock Holding History
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
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. 2,250 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.
- 2,250 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.