ET
ISRG icon

Equitable Trust’s Intuitive Surgical ISRG Stock Holding History

Equitable 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 		$1.49M Buy
3,749
+331
+10% +$145K 0.06% 192
2026
Q1 		$1.58M Buy
3,418
+462
+16% +$234K 0.07% 175
2025
Q4 		$1.67M Buy
2,956
+46
+2% +$24.5K 0.07% 172
2025
Q3 		$1.3M Sell
2,910
-39
-1% -$18.7K 0.06% 202
2025
Q2 		$1.6M Sell
2,949
-205
-6% -$107K 0.08% 172
2025
Q1 		$1.56M Buy
3,154
+234
+8% +$129K 0.09% 172
2024
Q4 		$1.52M Sell
2,920
-328
-10% -$171K 0.09% 171
2024
Q3 		$1.6M Sell
3,248
-432
-12% -$201K 0.1% 153
2024
Q2 		$1.64M Buy
3,680
+381
+12% +$152K 0.11% 147
2024
Q1 		$1.32M Sell
3,299
-300
-8% -$113K 0.09% 160
2023
Q4 		$1.21M Buy
3,599
+1,657
+85% +$494K 0.09% 154
2023
Q3 		$568K Buy
1,942
+191
+11% +$59.6K 0.05% 240
2023
Q2 		$599K Buy
1,751
+16
+0.9% +$4.84K 0.05% 244
2023
Q1 		$443K Sell
1,735
-43
-2% -$10.6K 0.03% 274
2022
Q4 		$472K Sell
1,778
-2,431
-58% -$593K 0.04% 271
2022
Q3 		$788K Sell
4,209
-7,581
-64% -$1.63M 0.07% 190
2022
Q2 		$2.37M Sell
11,790
-643
-5% -$151K 0.18% 116
2022
Q1 		$3.75M Sell
12,433
-771
-6% -$225K 0.24% 91
2021
Q4 		$4.75M Sell
13,204
-395
-3% -$136K 0.29% 85
2021
Q3 		$4.51M Sell
13,599
-1,002
-7% -$336K 0.29% 93
2021
Q2 		$4.48M Sell
14,601
-609
-4% -$171K 0.29% 89
2021
Q1 		$3.75M Sell
15,210
-2,433
-14% -$612K 0.28% 97
2020
Q4 		$4.81M Sell
17,643
-312
-2% -$77.5K 0.36% 76
2020
Q3 		$4.25M Buy
17,955
+13,515
+304% +$3.03M 0.36% 73
2020
Q2 		$844K Buy
4,440
+261
+6% +$46.8K 0.08% 166
2020
Q1 		$690K Buy
+4,179
New +$765K 0.08% 180

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

Equitable Trust's ISRG Position: Q2 2026 in Review

Equitable Trust increased its Intuitive Surgical (ISRG) stake by 9.7% in Q2 2026, buying an estimated $145K and bringing the position to 3,749 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #192.

Equitable Trust first reported a position in ISRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.81M in Q4 2020. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Equitable Trust held 3,749 shares of Intuitive Surgical worth $1.49M as of Q2 2026.
  • Equitable Trust bought 331 Intuitive Surgical shares in Q2 2026, an estimated $145K.
  • Intuitive Surgical made up 0.06% of Equitable Trust's portfolio in Q2 2026, its #192 holding.
  • Equitable Trust first reported a position in Intuitive Surgical in Q1 2020 and has held it in 26 quarters since.
  • Equitable Trust's Intuitive Surgical position peaked at $4.81M in Q4 2020.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.