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Montecito Bank & Trust’s Intuitive Surgical ISRG Stock Holding History

Montecito Bank & 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
2025
Q1 		$244K Buy
493
+6
+1% +$3.32K 0.04% 258
2024
Q4 		$254K Sell
487
-125
-20% -$65.1K 0.04% 254
2024
Q3 		$301K Hold
612
– – 0.05% 244
2024
Q2 		$272K Sell
612
-201
-25% -$80.1K 0.06% 231
2024
Q1 		$324K Buy
+813
New +$307K 0.06% 223

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Montecito Bank & Trust's ISRG Position: Q1 2025 in Review

Montecito Bank & Trust increased its Intuitive Surgical (ISRG) stake by 1.2% in Q1 2025, buying an estimated $3.32K and bringing the position to 493 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #258.

Montecito Bank & Trust first reported a position in ISRG in Q1 2024 and has held it in 5 quarters since. The position peaked at $324K in Q1 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Montecito Bank & Trust held 493 shares of Intuitive Surgical worth $244K as of Q1 2025.
  • Montecito Bank & Trust bought 6 Intuitive Surgical shares in Q1 2025, an estimated $3.32K.
  • Intuitive Surgical made up 0.04% of Montecito Bank & Trust's portfolio in Q1 2025, its #258 holding.
  • Montecito Bank & Trust first reported a position in Intuitive Surgical in Q1 2024 and has held it in 5 quarters since.
  • Montecito Bank & Trust's Intuitive Surgical position peaked at $324K in Q1 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Montecito Bank & Trust's 13F filing for Q1 2025, filed 17 Apr 2025.