Indiana Trust & Investment Management’s Intuitive Surgical ISRG Stock Holding History

Indiana Trust & Investment Management’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	$249K	Hold	625	–	–	0.07%	163
2026 Q1	$288K	Hold	625	–	–	0.09%	145
2025 Q4	$354K	Hold	625	–	–	0.1%	136
2025 Q3	$280K	Hold	625	–	–	0.09%	149
2025 Q2	$340K	Buy	625 +170	+37%	+$88.9K	0.11%	133
2025 Q1	$225K	Sell	455 -45	-9%	-$24.9K	0.08%	158
2024 Q4	$261K	Hold	500	–	–	0.09%	145
2024 Q3	$246K	Hold	500	–	–	0.08%	152
2024 Q2	$222K	Buy	500 +25	+5%	+$9.96K	0.08%	157
2024 Q1	$190K	Hold	475	–	–	0.08%	162
2023 Q4	$160K	Buy	475 +25	+6%	+$7.45K	0.07%	167
2023 Q3	$132K	Buy	+450	New	+$141K	0.07%	181
2014 Q1	–	Sell	-450	Closed	-$19K	–	176
2013 Q4	$19K	Sell	450 -855	-66%	-$36K	0.01%	214
2013 Q3	$55K	Buy	+1,305	New	+$57.6K	0.03%	167

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Indiana Trust & Investment Management's ISRG Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 625 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #163.

Indiana Trust & Investment Management first reported a position in ISRG in Q3 2013 and has held it in 14 quarters since. The position peaked at $354K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Indiana Trust & Investment Management held 625 shares of Intuitive Surgical worth $249K as of Q2 2026.
Indiana Trust & Investment Management left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.07% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #163 holding.
Indiana Trust & Investment Management first reported a position in Intuitive Surgical in Q3 2013 and has held it in 14 quarters since.
Indiana Trust & Investment Management's Intuitive Surgical position peaked at $354K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.