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Timothy G. Youngquist 2020 Irrevocable Trust’s Intuitive Surgical ISRG Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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 		– Sell
-527
Closed -$243K – 302
2026
Q1 		$243K Buy
+527
New +$267K 0.1% 119

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Jennison Associates
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's ISRG Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 527 shares — an estimated $243K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in ISRG in Q1 2026 and held it in 1 quarter. The position peaked at $243K in Q1 2026. 1,330 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 527 Intuitive Surgical shares in Q2 2026, an estimated $243K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Intuitive Surgical in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Intuitive Surgical position peaked at $243K in Q1 2026.
  • 1,330 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.