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First National Trust’s Intuitive Surgical ISRG Stock Holding History

First National 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 		$2.72M Sell
6,834
-7,479
-52% -$3.27M 0.09% 153
2026
Q1 		$6.6M Sell
14,313
-15
-0.1% -$7.59K 0.22% 101
2025
Q4 		$8.11M Buy
14,328
+235
+2% +$125K 0.27% 86
2025
Q3 		$6.3M Sell
14,093
-706
-5% -$339K 0.22% 100
2025
Q2 		$8.04M Sell
14,799
-124
-0.8% -$64.8K 0.3% 78
2025
Q1 		$7.39M Buy
14,923
+1,010
+7% +$559K 0.3% 84
2024
Q4 		$7.26M Buy
13,913
+994
+8% +$518K 0.27% 83
2024
Q3 		$6.35M Buy
12,919
+197
+2% +$91.7K 0.25% 93
2024
Q2 		$5.66M Buy
12,722
+9,544
+300% +$3.8M 0.23% 97
2024
Q1 		$1.27M Buy
3,178
+51
+2% +$19.3K 0.05% 201
2023
Q4 		$1.05M Buy
3,127
+115
+4% +$34.3K 0.05% 202
2023
Q3 		$880K Buy
3,012
+403
+15% +$126K 0.04% 211
2023
Q2 		$892K Buy
2,609
+6
+0.2% +$1.81K 0.04% 210
2023
Q1 		$665K Buy
2,603
+199
+8% +$49K 0.04% 242
2022
Q4 		$638K Sell
2,404
-148
-6% -$36.1K 0.03% 235
2022
Q3 		$478K Sell
2,552
-3
-0.1% -$644 0.03% 248
2022
Q2 		$513K Buy
2,555
+143
+6% +$33.5K 0.03% 255
2022
Q1 		$728K Buy
2,412
+175
+8% +$51.1K 0.04% 232
2021
Q4 		$804K Buy
2,237
+116
+5% +$39.9K 0.04% 226
2021
Q3 		$703K Buy
2,121
+42
+2% +$14.1K 0.04% 223
2021
Q2 		$637K Buy
2,079
+6
+0.3% +$1.68K 0.04% 230
2021
Q1 		$511K Sell
2,073
-894
-30% -$225K 0.03% 247
2020
Q4 		$809K Buy
2,967
+993
+50% +$247K 0.06% 194
2020
Q3 		$467K Sell
1,974
-9
-0.5% -$2.02K 0.04% 221
2020
Q2 		$377K Buy
+1,983
New +$355K 0.03% 230
2019
Q2 		– Sell
-1,155
Closed -$220K – 334
2019
Q1 		$220K Buy
+1,155
New +$205K 0.02% 300

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 National Trust's ISRG Position: Q2 2026 in Review

First National Trust reduced its Intuitive Surgical (ISRG) stake by 52% in Q2 2026, selling an estimated $3.27M and leaving 6,834 shares worth $2.72M. The position accounts for 0.09% of the portfolio, ranked #153.

First National Trust first reported a position in ISRG in Q1 2019 and has held it in 26 quarters since. The position peaked at $8.11M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • First National Trust held 6,834 shares of Intuitive Surgical worth $2.72M as of Q2 2026.
  • First National Trust sold 7,479 Intuitive Surgical shares in Q2 2026, an estimated $3.27M.
  • Intuitive Surgical made up 0.09% of First National Trust's portfolio in Q2 2026, its #153 holding.
  • First National Trust first reported a position in Intuitive Surgical in Q1 2019 and has held it in 26 quarters since.
  • First National Trust's Intuitive Surgical position peaked at $8.11M in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.