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First United Bank & Trust’s Intuitive Surgical ISRG Stock Holding History

First United Bank & 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 		$1.33M Sell
3,339
-40
-1% -$17.5K 0.38% 58
2026
Q1 		$1.56M Sell
3,379
-274
-8% -$139K 0.51% 51
2025
Q4 		$2.07M Sell
3,653
-28
-0.8% -$14.9K 0.66% 40
2025
Q3 		$1.65M Sell
3,681
-52
-1% -$25K 0.53% 48
2025
Q2 		$2.03M Buy
3,733
+105
+3% +$54.9K 0.71% 41
2025
Q1 		$1.8M Sell
3,628
-65
-2% -$35.9K 0.67% 48
2024
Q4 		$1.93M Buy
3,693
+52
+1% +$27.1K 0.7% 44
2024
Q3 		$1.79M Buy
3,641
+78
+2% +$36.3K 0.64% 48
2024
Q2 		$1.59M Buy
3,563
+70
+2% +$27.9K 0.59% 48
2024
Q1 		$1.39M Buy
3,493
+370
+12% +$140K 0.52% 57
2023
Q4 		$1.05M Buy
3,123
+470
+18% +$140K 0.42% 66
2023
Q3 		$775K Buy
2,653
+183
+7% +$57.2K 0.36% 74
2023
Q2 		$845K Buy
2,470
+47
+2% +$14.2K 0.38% 72
2023
Q1 		$619K Buy
2,423
+175
+8% +$43.1K 0.29% 83
2022
Q4 		$596K Buy
2,248
+5
+0.2% +$1.22K 0.29% 79
2022
Q3 		$420K Buy
2,243
+4
+0.2% +$859 0.21% 102
2022
Q2 		$449K Buy
2,239
+90
+4% +$21.1K 0.21% 107
2022
Q1 		$648K Buy
2,149
+65
+3% +$19K 0.25% 93
2021
Q4 		$749K Buy
2,084
+341
+20% +$117K 0.28% 91
2021
Q3 		$578K Buy
1,743
+177
+11% +$59.4K 0.24% 95
2021
Q2 		$480K Buy
1,566
+126
+9% +$35.3K 0.2% 105
2021
Q1 		$355K Buy
1,440
+630
+78% +$158K 0.15% 116
2020
Q4 		$221K Buy
+810
New +$201K 0.11% 130

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

First United Bank & Trust's ISRG Position: Q2 2026 in Review

First United Bank & Trust reduced its Intuitive Surgical (ISRG) stake by 1.2% in Q2 2026, selling an estimated $17.5K and leaving 3,339 shares worth $1.33M. The position accounts for 0.38% of the portfolio, ranked #58.

First United Bank & Trust first reported a position in ISRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.07M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • First United Bank & Trust held 3,339 shares of Intuitive Surgical worth $1.33M as of Q2 2026.
  • First United Bank & Trust sold 40 Intuitive Surgical shares in Q2 2026, an estimated $17.5K.
  • Intuitive Surgical made up 0.38% of First United Bank & Trust's portfolio in Q2 2026, its #58 holding.
  • First United Bank & Trust first reported a position in Intuitive Surgical in Q4 2020 and has held it in 23 quarters since.
  • First United Bank & Trust's Intuitive Surgical position peaked at $2.07M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.