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Moody National Bank Trust Division’s Intuitive Surgical ISRG Stock Holding History

Moody National Bank Trust Division’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
Q3 		$2.41M Buy
5,924
+1,716
+41% +$655K 0.2% 82
2026
Q2 		$1.67M Buy
4,208
+96
+2% +$41.9K 0.14% 139
2026
Q1 		$1.9M Buy
4,112
+23
+0.6% +$11.6K 0.18% 106
2025
Q4 		$2.32M Sell
4,089
-1,918
-32% -$1.02M 0.22% 85
2025
Q3 		$2.69M Buy
6,007
+11
+0.2% +$5.28K 0.23% 91
2025
Q2 		$3.26M Buy
5,996
+101
+2% +$52.8K 0.3% 64
2025
Q1 		$2.92M Sell
5,895
-110
-2% -$60.8K 0.3% 64
2024
Q4 		$3.13M Sell
6,005
-314
-5% -$164K 0.33% 58
2024
Q3 		$3.1M Buy
6,319
+543
+9% +$253K 0.33% 58
2024
Q2 		$2.57M Buy
5,776
+88
+2% +$35K 0.2% 63
2024
Q1 		$2.27M Buy
5,688
+41
+0.7% +$15.5K 0.18% 73
2023
Q4 		$1.91M Sell
5,647
-3,966
-41% -$1.18M 0.15% 100
2023
Q3 		$2.81M Buy
9,613
+974
+11% +$304K 0.18% 84
2023
Q2 		$2.95M Buy
8,639
+72
+0.8% +$21.8K 0.2% 75
2023
Q1 		$2.19M Sell
8,567
-76
-0.9% -$18.7K 0.19% 92
2022
Q4 		$2.29M Buy
8,643
+435
+5% +$106K 0.2% 89
2022
Q3 		$1.54M Sell
8,208
-153
-2% -$32.9K 0.16% 121
2022
Q2 		$1.68M Sell
8,361
-164
-2% -$38.5K 0.18% 98
2022
Q1 		$2.57M Sell
8,525
-4,017
-32% -$1.17M 0.08% 87
2021
Q4 		$4.51M Sell
12,542
-48,106
-79% -$16.6M 0.13% 56
2021
Q3 		$20.1M Sell
60,648
-81
-0.1% -$27.2K 0.29% 29
2021
Q2 		$18.6M Sell
60,729
-51
-0.1% -$14.3K 0.38% 32
2021
Q1 		$15M Sell
60,780
-93
-0.2% -$23.4K 0.36% 47
2020
Q4 		$16.6M Hold
60,873
– – 0.43% 38
2020
Q3 		$14.4M Hold
60,873
– – 0.44% 44
2020
Q2 		$11.6M Buy
+60,873
New +$10.9M 0.36% 52
2019
Q2 		– Sell
-321
Closed -$61K – 668
2019
Q1 		$61K Buy
321
+84
+35% +$14.9K ﹤0.01% 413
2018
Q4 		$38K Buy
+237
New +$40.2K ﹤0.01% 418

Other funds holding ISRG

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Moody National Bank Trust Division's ISRG Position: Q3 2026 in Review

Moody National Bank Trust Division increased its Intuitive Surgical (ISRG) stake by 41% in Q3 2026, buying an estimated $655K and bringing the position to 5,924 shares worth $2.41M. The position accounts for 0.2% of the portfolio, ranked #82.

Moody National Bank Trust Division first reported a position in ISRG in Q4 2018 and has held it in 28 quarters since. The position peaked at $20.1M in Q3 2021. 28 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Moody National Bank Trust Division held 5,924 shares of Intuitive Surgical worth $2.41M as of Q3 2026.
  • Moody National Bank Trust Division bought 1,716 Intuitive Surgical shares in Q3 2026, an estimated $655K.
  • Intuitive Surgical made up 0.2% of Moody National Bank Trust Division's portfolio in Q3 2026, its #82 holding.
  • Moody National Bank Trust Division first reported a position in Intuitive Surgical in Q4 2018 and has held it in 28 quarters since.
  • Moody National Bank Trust Division's Intuitive Surgical position peaked at $20.1M in Q3 2021.
  • 28 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.