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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
Q2 		$16M Buy
40,339
+4,410
+12% +$1.93M 0.18% 122
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Midwest Trust's ISRG Position: Q2 2026 in Review

Midwest Trust increased its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, buying an estimated $1.93M and bringing the position to 40,339 shares worth $16M. The position accounts for 0.18% of the portfolio, ranked #122.

Midwest Trust first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $19M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Midwest Trust held 40,339 shares of Intuitive Surgical worth $16M as of Q2 2026.
  • Midwest Trust bought 4,410 Intuitive Surgical shares in Q2 2026, an estimated $1.93M.
  • Intuitive Surgical made up 0.18% of Midwest Trust's portfolio in Q2 2026, its #122 holding.
  • Midwest Trust first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Intuitive Surgical position peaked at $19M in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.