First Bankers Trust’s Intuitive Surgical ISRG Stock Holding History

First Bankers 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	$1.06M	Buy	2,678 +2,065	+337%	+$902K	0.33%	81
2026 Q1	$283K	Hold	613	–	–	0.1%	131
2025 Q4	$347K	Sell	613 -52	-8%	-$27.7K	0.12%	119
2025 Q3	$297K	Sell	665 -158	-19%	-$75.8K	0.1%	124
2025 Q2	$447K	Buy	823 +35	+4%	+$18.3K	0.17%	101
2025 Q1	$390K	Buy	788 +284	+56%	+$157K	0.15%	108
2024 Q4	$263K	Hold	504	–	–	0.1%	121
2024 Q3	$248K	Buy	504 +4	+0.8%	+$1.86K	0.1%	126
2024 Q2	$222K	Buy	+500	New	+$199K	0.09%	123

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

First Bankers Trust increased its Intuitive Surgical (ISRG) stake by 337% in Q2 2026, buying an estimated $902K and bringing the position to 2,678 shares worth $1.06M. The position accounts for 0.33% of the portfolio, ranked #81.

First Bankers Trust first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

First Bankers Trust held 2,678 shares of Intuitive Surgical worth $1.06M as of Q2 2026.
First Bankers Trust bought 2,065 Intuitive Surgical shares in Q2 2026, an estimated $902K.
Intuitive Surgical made up 0.33% of First Bankers Trust's portfolio in Q2 2026, its #81 holding.
First Bankers Trust first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on First Bankers Trust's 13F filing for Q2 2026, filed 9 Jul 2026.