HT
ISRG icon

Heritage Trust’s Intuitive Surgical ISRG Stock Holding History

Heritage 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 		$1.74M Buy
3,777
+1,034
+38% +$523K 0.17% 133
2025
Q4 		$1.55M Sell
2,743
-91
-3% -$48.4K 0.16% 134
2025
Q3 		$1.27M Buy
2,834
+241
+9% +$116K 0.13% 150
2025
Q2 		$1.41M Buy
2,593
+290
+13% +$152K 0.16% 133
2025
Q1 		$1.14M Buy
2,303
+546
+31% +$302K 0.14% 144
2024
Q4 		$917K Buy
+1,757
New +$915K 0.11% 160
2024
Q2 		$734K Sell
1,651
-27
-2% -$10.8K 0.1% 163
2024
Q1 		$670K Sell
1,678
-59
-3% -$22.3K 0.09% 172
2023
Q4 		$586K Buy
1,737
+18
+1% +$5.37K 0.08% 179
2023
Q3 		$502K Sell
1,719
-82
-5% -$25.6K 0.08% 177
2023
Q2 		$616K Hold
1,801
– – 0.09% 167
2023
Q1 		$460K Sell
1,801
-438
-20% -$108K 0.07% 180
2022
Q4 		$594K Sell
2,239
-42
-2% -$10.2K 0.1% 167
2022
Q3 		$428K Buy
2,281
+100
+5% +$21.5K 0.07% 184
2022
Q2 		$438K Buy
2,181
+15
+0.7% +$3.52K 0.07% 188
2022
Q1 		$653K Sell
2,166
-15
-0.7% -$4.38K 0.09% 168
2021
Q4 		$784K Hold
2,181
– – 0.1% 155
2021
Q3 		$723K Hold
2,181
– – 0.1% 157
2021
Q2 		$669K Hold
2,181
– – 0.1% 157
2021
Q1 		$537K Sell
2,181
-84
-4% -$21.1K 0.08% 166
2020
Q4 		$618K Hold
2,265
– – 0.1% 150
2020
Q3 		$536K Buy
2,265
+69
+3% +$15.5K 0.1% 150
2020
Q2 		$417K Buy
+2,196
New +$394K 0.08% 157

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

Heritage Trust's ISRG Position: Q1 2026 in Review

Heritage Trust increased its Intuitive Surgical (ISRG) stake by 38% in Q1 2026, buying an estimated $523K and bringing the position to 3,777 shares worth $1.74M. The position accounts for 0.17% of the portfolio, ranked #133.

Heritage Trust first reported a position in ISRG in Q2 2020 and has held it in 23 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Heritage Trust held 3,777 shares of Intuitive Surgical worth $1.74M as of Q1 2026.
  • Heritage Trust bought 1,034 Intuitive Surgical shares in Q1 2026, an estimated $523K.
  • Intuitive Surgical made up 0.17% of Heritage Trust's portfolio in Q1 2026, its #133 holding.
  • Heritage Trust first reported a position in Intuitive Surgical in Q2 2020 and has held it in 23 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.