First American Trust’s Intuitive Surgical ISRG Stock Holding History

First American 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	$389K	Buy	843 +44	+6%	+$22.3K	0.03%	206
2025 Q4	$453K	Sell	799 -8	-1%	-$4.26K	0.03%	193
2025 Q3	$361K	Buy	807 +8	+1%	+$3.84K	0.03%	196
2025 Q2	$434K	Sell	799 -6	-0.7%	-$3.14K	0.03%	176
2025 Q1	$399K	Sell	805 -53	-6%	-$29.3K	0.04%	167
2024 Q4	$448K	Buy	858 +338	+65%	+$176K	0.04%	161
2024 Q3	$255K	Sell	520 -31	-6%	-$14.4K	0.03%	195
2024 Q2	$245K	Buy	551 +18	+3%	+$7.17K	0.02%	187
2024 Q1	$213K	Buy	+533	New	+$201K	0.02%	203

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

First American Trust's ISRG Position: Q1 2026 in Review

First American Trust increased its Intuitive Surgical (ISRG) stake by 5.5% in Q1 2026, buying an estimated $22.3K and bringing the position to 843 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #206.

First American Trust first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $453K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

First American Trust held 843 shares of Intuitive Surgical worth $389K as of Q1 2026.
First American Trust bought 44 Intuitive Surgical shares in Q1 2026, an estimated $22.3K.
Intuitive Surgical made up 0.03% of First American Trust's portfolio in Q1 2026, its #206 holding.
First American Trust first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
First American Trust's Intuitive Surgical position peaked at $453K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.