HBT
ISRG icon

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

Heartland 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
Q1 		$929K Buy
2,016
+42
+2% +$21.2K 0.21% 81
2025
Q4 		$1.12M Sell
1,974
-41
-2% -$21.8K 0.47% 44
2025
Q3 		$901K Sell
2,015
-12
-0.6% -$5.76K 0.37% 62
2025
Q2 		$1.1M Sell
2,027
-41
-2% -$21.4K 0.52% 38
2025
Q1 		$1.02M Buy
2,068
+232
+13% +$128K 0.53% 38
2024
Q4 		$958K Sell
1,836
-326
-15% -$170K 0.52% 39
2024
Q3 		$1.06M Sell
2,162
-82
-4% -$38.2K 0.57% 34
2024
Q2 		$998K Sell
2,244
-259
-10% -$103K 0.57% 31
2024
Q1 		$999K Sell
2,503
-234
-9% -$88.4K 0.58% 39
2023
Q4 		$923K Buy
2,737
+103
+4% +$30.7K 0.64% 32
2023
Q3 		$770K Buy
2,634
+395
+18% +$123K 0.61% 41
2023
Q2 		$766K Buy
2,239
+27
+1% +$8.17K 0.6% 43
2023
Q1 		$565K Buy
+2,212
New +$545K 0.43% 71
2022
Q2 		– Sell
-3,527
Closed -$1.06M – 131
2022
Q1 		$1.06M Buy
3,527
+1,006
+40% +$294K 0.81% 30
2021
Q4 		$906K Buy
2,521
+46
+2% +$15.8K 0.67% 42
2021
Q3 		$820K Buy
2,475
+93
+4% +$31.2K 0.71% 41
2021
Q2 		$730K Sell
2,382
-1,023
-30% -$287K 0.67% 42
2021
Q1 		$839K Buy
3,405
+846
+33% +$213K 0.77% 41
2020
Q4 		$698K Buy
+2,559
New +$635K 0.62% 50

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heartland Bank & Trust's ISRG Position: Q1 2026 in Review

Heartland Bank & Trust increased its Intuitive Surgical (ISRG) stake by 2.1% in Q1 2026, buying an estimated $21.2K and bringing the position to 2,016 shares worth $929K. The position accounts for 0.21% of the portfolio, ranked #81.

Heartland Bank & Trust first reported a position in ISRG in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.12M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Heartland Bank & Trust held 2,016 shares of Intuitive Surgical worth $929K as of Q1 2026.
  • Heartland Bank & Trust bought 42 Intuitive Surgical shares in Q1 2026, an estimated $21.2K.
  • Intuitive Surgical made up 0.21% of Heartland Bank & Trust's portfolio in Q1 2026, its #81 holding.
  • Heartland Bank & Trust first reported a position in Intuitive Surgical in Q4 2020 and has held it in 19 quarters since.
  • Heartland Bank & Trust's Intuitive Surgical position peaked at $1.12M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.