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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
Q2 		– Sell
-843
Closed -$389K – 311
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
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

First American Trust's ISRG Position: Q2 2026 in Review

First American Trust sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 843 shares — an estimated $389K sold.

First American Trust first reported a position in ISRG in Q1 2024 and held it in 9 quarters. The position peaked at $453K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • First American Trust reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • First American Trust sold 843 Intuitive Surgical shares in Q2 2026, an estimated $389K.
  • First American Trust first reported a position in Intuitive Surgical in Q1 2024 and held it in 9 quarters.
  • First American Trust's Intuitive Surgical position peaked at $453K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.