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Grove Bank & Trust’s Intuitive Surgical ISRG Stock Holding History

Grove 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
Q3 		$700K Sell
1,721
-297
-15% -$113K 0.07% 141
2026
Q2 		$803K Sell
2,018
-828
-29% -$362K 0.08% 132
2026
Q1 		$1.31M Sell
2,846
-90
-3% -$45.5K 0.15% 89
2025
Q4 		$1.66M Buy
2,936
+1,656
+129% +$882K 0.19% 78
2025
Q3 		$572K Hold
1,280
– – 0.07% 155
2025
Q2 		$696K Buy
1,280
+10
+0.8% +$5.23K 0.09% 138
2025
Q1 		$629K Buy
1,270
+584
+85% +$323K 0.08% 147
2024
Q4 		$358K Sell
686
-38
-5% -$19.8K 0.05% 174
2024
Q3 		$356K Buy
724
+63
+10% +$29.3K 0.05% 171
2024
Q2 		$294K Hold
661
– – 0.05% 174
2024
Q1 		$264K Sell
661
-27
-4% -$10.2K 0.04% 191
2023
Q4 		$232K Sell
688
-66
-9% -$19.7K 0.04% 201
2023
Q3 		$220K Sell
754
-904
-55% -$282K 0.04% 199
2023
Q2 		$567K Buy
1,658
+969
+141% +$293K 0.11% 131
2023
Q1 		$176K Sell
689
-14
-2% -$3.45K 0.04% 223
2022
Q4 		$187K Sell
703
-1,681
-71% -$410K 0.04% 216
2022
Q3 		$447K Sell
2,384
-174
-7% -$37.4K 0.11% 147
2022
Q2 		$513K Buy
2,558
+224
+10% +$52.6K 0.12% 134
2022
Q1 		$704K Buy
2,334
+150
+7% +$43.8K 0.14% 128
2021
Q4 		$785K Buy
2,184
+162
+8% +$55.7K 0.15% 119
2021
Q3 		$670K Buy
2,022
+216
+12% +$72.5K 0.14% 124
2021
Q2 		$554K Sell
1,806
-27
-1% -$7.58K 0.12% 135
2021
Q1 		$451K Buy
1,833
+300
+20% +$75.5K 0.11% 143
2020
Q4 		$418K Buy
1,533
+189
+14% +$46.9K 0.11% 141
2020
Q3 		$318K Buy
+1,344
New +$302K 0.1% 147
2018
Q1 		– Sell
-72
Closed -$9K – 307
2017
Q4 		$9K Sell
72
-117
-62% -$14.6K ﹤0.01% 450
2017
Q3 		$22K Hold
189
– – 0.01% 383
2017
Q2 		$20K Buy
189
+117
+163% +$11.2K 0.01% 379
2017
Q1 		$6K Hold
72
– – ﹤0.01% 397
2016
Q4 		$5K Buy
+72
New +$5.29K ﹤0.01% 462

Other funds holding ISRG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Grove Bank & Trust's ISRG Position: Q3 2026 in Review

Grove Bank & Trust reduced its Intuitive Surgical (ISRG) stake by 15% in Q3 2026, selling an estimated $113K and leaving 1,721 shares worth $700K. The position accounts for 0.07% of the portfolio, ranked #141.

Grove Bank & Trust first reported a position in ISRG in Q4 2016 and has held it in 30 quarters since. The position peaked at $1.66M in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Grove Bank & Trust held 1,721 shares of Intuitive Surgical worth $700K as of Q3 2026.
  • Grove Bank & Trust sold 297 Intuitive Surgical shares in Q3 2026, an estimated $113K.
  • Intuitive Surgical made up 0.07% of Grove Bank & Trust's portfolio in Q3 2026, its #141 holding.
  • Grove Bank & Trust first reported a position in Intuitive Surgical in Q4 2016 and has held it in 30 quarters since.
  • Grove Bank & Trust's Intuitive Surgical position peaked at $1.66M in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.