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Private Trust Company’s Intuitive Surgical ISRG Stock Holding History

Private Trust 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 		$627K Buy
1,361
+23
+2% +$11.6K 0.06% 375
2025
Q4 		$758K Buy
1,338
+134
+11% +$71.3K 0.07% 313
2025
Q3 		$538K Sell
1,204
-556
-32% -$267K 0.05% 404
2025
Q2 		$956K Buy
1,760
+337
+24% +$176K 0.09% 243
2025
Q1 		$705K Buy
1,423
+409
+40% +$226K 0.07% 298
2024
Q4 		$529K Buy
1,014
+56
+6% +$29.2K 0.05% 360
2024
Q3 		$471K Buy
958
+486
+103% +$226K 0.05% 407
2024
Q2 		$210K Buy
472
+15
+3% +$5.97K 0.02% 643
2024
Q1 		$182K Sell
457
-29
-6% -$11K 0.02% 678
2023
Q4 		$164K Sell
486
-23
-5% -$6.86K 0.02% 670
2023
Q3 		$149K Sell
509
-20
-4% -$6.25K 0.02% 658
2023
Q2 		$181K Sell
529
-1
-0.2% -$303 0.02% 598
2023
Q1 		$135K Sell
530
-25
-5% -$6.16K 0.02% 660
2022
Q4 		$147K Sell
555
-49
-8% -$11.9K 0.02% 606
2022
Q3 		$113K Sell
604
-18
-3% -$3.87K 0.02% 632
2022
Q2 		$125K Buy
+622
New +$146K 0.02% 614
2019
Q4 		– Sell
-2,043
Closed -$367K – 381
2019
Q3 		$367K Buy
2,043
+534
+35% +$92.4K 0.07% 277
2019
Q2 		$263K Sell
1,509
-765
-34% -$131K 0.05% 310
2019
Q1 		$432K Buy
2,274
+198
+10% +$35.2K 0.09% 258
2018
Q4 		$331K Buy
2,076
+165
+9% +$28K 0.08% 267
2018
Q3 		$365K Buy
1,911
+174
+10% +$30.9K 0.07% 279
2018
Q2 		$277K Buy
1,737
+21
+1% +$3.2K 0.06% 304
2018
Q1 		$236K Buy
1,716
+30
+2% +$4.19K 0.05% 328
2017
Q4 		$205K Buy
+1,686
New +$211K 0.04% 344
2014
Q1 		– Sell
-108
Closed -$5K – 1850
2013
Q4 		$5K Hold
108
– – ﹤0.01% 1164
2013
Q3 		$5K Hold
108
– – ﹤0.01% 1132
2013
Q2 		$6K Buy
+108
New +$5.95K ﹤0.01% 1006

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

Private Trust Company's ISRG Position: Q1 2026 in Review

Private Trust Company increased its Intuitive Surgical (ISRG) stake by 1.7% in Q1 2026, buying an estimated $11.6K and bringing the position to 1,361 shares worth $627K. The position accounts for 0.06% of the portfolio, ranked #375.

Private Trust Company first reported a position in ISRG in Q2 2013 and has held it in 27 quarters since. The position peaked at $956K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Private Trust Company held 1,361 shares of Intuitive Surgical worth $627K as of Q1 2026.
  • Private Trust Company bought 23 Intuitive Surgical shares in Q1 2026, an estimated $11.6K.
  • Intuitive Surgical made up 0.06% of Private Trust Company's portfolio in Q1 2026, its #375 holding.
  • Private Trust Company first reported a position in Intuitive Surgical in Q2 2013 and has held it in 27 quarters since.
  • Private Trust Company's Intuitive Surgical position peaked at $956K in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.