Family Capital Trust’s Intuitive Surgical ISRG Stock Holding History

Family Capital 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 Q1	–	Sell	-1,098	Closed	-$622K	–	90
2025 Q4	$622K	Hold	1,098	–	–	0.2%	43
2025 Q3	$491K	Sell	1,098 -3,279	-75%	-$1.57M	0.16%	42
2025 Q2	$2.38M	Hold	4,377	–	–	0.82%	27
2025 Q1	$2.17M	Hold	4,377	–	–	0.78%	28
2024 Q4	$2.28M	Sell	4,377 -4,378	-50%	-$2.28M	0.77%	26
2024 Q3	$4.3M	Hold	8,755	–	–	1.38%	22
2024 Q2	$3.89M	Sell	8,755 -625	-7%	-$249K	1.27%	23
2024 Q1	$3.74M	Hold	9,380	–	–	1.28%	22
2023 Q4	$3.16M	Hold	9,380	–	–	1%	25
2023 Q3	$2.74M	Hold	9,380	–	–	0.97%	25
2023 Q2	$3.21M	Hold	9,380	–	–	1.12%	24
2023 Q1	$2.4M	Sell	9,380 -2,500	-21%	-$616K	0.93%	25
2022 Q4	$3.15M	Hold	11,880	–	–	1.28%	24
2022 Q3	$2.23M	Hold	11,880	–	–	1.02%	25
2022 Q2	$2.38M	Hold	11,880	–	–	0.95%	25
2022 Q1	$3.58M	Hold	11,880	–	–	1.16%	25
2021 Q4	$4.27M	Hold	11,880	–	–	1.19%	25
2021 Q3	$3.94M	Hold	11,880	–	–	1.12%	25
2021 Q2	$3.64M	Hold	11,880	–	–	1.03%	25
2021 Q1	$2.93M	Hold	11,880	–	–	0.92%	26
2020 Q4	$3.24M	Hold	11,880	–	–	1%	24
2020 Q3	$2.81M	Hold	11,880	–	–	0.92%	24
2020 Q2	$2.26M	Hold	11,880	–	–	0.81%	26
2020 Q1	$2.11M	Hold	11,880	–	–	0.83%	27
2019 Q4	$2.34M	Hold	11,880	–	–	0.88%	27
2019 Q3	$2.14M	Hold	11,880	–	–	0.88%	26
2019 Q2	$2.08M	Hold	11,880	–	–	0.83%	26
2019 Q1	$2.26M	Hold	11,880	–	–	0.95%	26
2018 Q4	$1.9M	Hold	11,880	–	–	0.91%	25
2018 Q3	$2.27M	Hold	11,880	–	–	0.95%	25
2018 Q2	$1.9M	Hold	11,880	–	–	0.84%	25
2018 Q1	$1.64M	Hold	11,880	–	–	0.75%	26
2017 Q4	$1.45M	Hold	11,880	–	–	0.68%	28
2017 Q3	$1.38M	Hold	11,880	–	–	0.7%	28
2017 Q2	$1.24M	Hold	11,880	–	–	0.64%	29
2017 Q1	$1.1M	Hold	11,880	–	–	0.59%	30
2016 Q4	$837K	Hold	11,880	–	–	0.48%	32
2016 Q3	$957K	Hold	11,880	–	–	0.54%	30
2016 Q2	$873K	Hold	11,880	–	–	0.52%	30
2016 Q1	$793K	Hold	11,880	–	–	0.46%	32
2015 Q4	$721K	Hold	11,880	–	–	0.39%	31
2015 Q3	$607K	Hold	11,880	–	–	0.35%	31
2015 Q2	$640K	Hold	11,880	–	–	0.36%	30
2015 Q1	$667K	Hold	11,880	–	–	0.37%	32
2014 Q4	$698K	Hold	11,880	–	–	0.36%	36
2014 Q3	$610K	Hold	11,880	–	–	0.34%	36
2014 Q2	$544K	Hold	11,880	–	–	0.28%	41
2014 Q1	$578K	Hold	11,880	–	–	0.31%	39
2013 Q4	$507K	Hold	11,880	–	–	0.28%	41
2013 Q3	$497K	Hold	11,880	–	–	0.3%	48
2013 Q2	$668K	Buy	+11,880	New	+$654K	0.43%	42

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Family Capital Trust's ISRG Position: Q1 2026 in Review

Family Capital Trust sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 1,098 shares — an estimated $622K sold.

Family Capital Trust first reported a position in ISRG in Q2 2013 and held it in 51 quarters. The position peaked at $4.3M in Q3 2024. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Family Capital Trust reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Family Capital Trust sold 1,098 Intuitive Surgical shares in Q1 2026, an estimated $622K.
Family Capital Trust first reported a position in Intuitive Surgical in Q2 2013 and held it in 51 quarters.
Family Capital Trust's Intuitive Surgical position peaked at $4.3M in Q3 2024.
2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Family Capital Trust's 13F filing for Q1 2026, filed 24 Apr 2026.