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 Q3	$1.14M	Sell	2,800 -4,034	-59%	-$1.54M	0.04%	219
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%	+$1.82K	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

First National Trust's ISRG Position: Q3 2026 in Review

First National Trust reduced its Intuitive Surgical (ISRG) stake by 59% in Q3 2026, selling an estimated $1.54M and leaving 2,800 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #219.

First National Trust first reported a position in ISRG in Q1 2019 and has held it in 27 quarters since. The position peaked at $8.11M in Q4 2025. 814 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

First National Trust held 2,800 shares of Intuitive Surgical worth $1.14M as of Q3 2026.
First National Trust sold 4,034 Intuitive Surgical shares in Q3 2026, an estimated $1.54M.
Intuitive Surgical made up 0.04% of First National Trust's portfolio in Q3 2026, its #219 holding.
First National Trust first reported a position in Intuitive Surgical in Q1 2019 and has held it in 27 quarters since.
First National Trust's Intuitive Surgical position peaked at $8.11M in Q4 2025.
814 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on First National Trust's 13F filing for Q3 2026, filed 28 Oct 2026.