Missouri Trust & Investment Company’s Intuitive Surgical ISRG Stock Holding History

Missouri Trust & Investment Company’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	$809K	Sell	1,755 -200	-10%	-$101K	0.24%	73
2025 Q4	$1.11M	Hold	1,955	–	–	0.33%	62
2025 Q3	$874K	Hold	1,955	–	–	0.26%	72
2025 Q2	$1.06M	Buy	1,955 +200	+11%	+$105K	0.35%	60
2025 Q1	$869K	Hold	1,755	–	–	0.31%	66
2024 Q4	$916K	Hold	1,755	–	–	0.32%	64
2024 Q3	$862K	Hold	1,755	–	–	0.3%	70
2024 Q2	$781K	Hold	1,755	–	–	0.29%	70
2024 Q1	$700K	Hold	1,755	–	–	0.27%	78
2023 Q4	$592K	Hold	1,755	–	–	0.24%	79
2023 Q3	$513K	Hold	1,755	–	–	0.23%	80
2023 Q2	$600K	Hold	1,755	–	–	0.34%	74
2023 Q1	$448K	Hold	1,755	–	–	0.29%	79
2022 Q4	$466K	Hold	1,755	–	–	0.28%	76
2022 Q3	$329K	Hold	1,755	–	–	0.22%	82
2022 Q2	$352K	Hold	1,755	–	–	0.23%	82
2022 Q1	$529K	Hold	1,755	–	–	0.31%	71
2021 Q4	$631K	Buy	+1,755	New	+$604K	0.36%	62

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Missouri Trust & Investment Company's ISRG Position: Q1 2026 in Review

Missouri Trust & Investment Company reduced its Intuitive Surgical (ISRG) stake by 10% in Q1 2026, selling an estimated $101K and leaving 1,755 shares worth $809K. The position accounts for 0.24% of the portfolio, ranked #73.

Missouri Trust & Investment Company first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Missouri Trust & Investment Company held 1,755 shares of Intuitive Surgical worth $809K as of Q1 2026.
Missouri Trust & Investment Company sold 200 Intuitive Surgical shares in Q1 2026, an estimated $101K.
Intuitive Surgical made up 0.24% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #73 holding.
Missouri Trust & Investment Company first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
Missouri Trust & Investment Company's Intuitive Surgical position peaked at $1.11M in Q4 2025.
2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.