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Midwest Trust’s Intuitive Surgical ISRG Stock Holding History

Midwest 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 		$16.6M Buy
35,929
+2,370
+7% +$1.2M 0.21% 111
2025
Q4 		$19M Buy
33,559
+849
+3% +$452K 0.24% 97
2025
Q3 		$14.6M Buy
32,710
+3,656
+13% +$1.75M 0.19% 121
2025
Q2 		$15.8M Buy
+29,054
New +$15.2M 0.22% 111

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

Midwest Trust's ISRG Position: Q1 2026 in Review

Midwest Trust increased its Intuitive Surgical (ISRG) stake by 7.1% in Q1 2026, buying an estimated $1.2M and bringing the position to 35,929 shares worth $16.6M. The position accounts for 0.21% of the portfolio, ranked #111.

Midwest Trust first reported a position in ISRG in Q2 2025 and has held it in 4 quarters since. The position peaked at $19M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Midwest Trust held 35,929 shares of Intuitive Surgical worth $16.6M as of Q1 2026.
  • Midwest Trust bought 2,370 Intuitive Surgical shares in Q1 2026, an estimated $1.2M.
  • Intuitive Surgical made up 0.21% of Midwest Trust's portfolio in Q1 2026, its #111 holding.
  • Midwest Trust first reported a position in Intuitive Surgical in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Intuitive Surgical position peaked at $19M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.