Riverview Trust Company’s Intuitive Surgical ISRG Stock Holding History

Riverview 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
2025 Q2	–	Sell	-415	Closed	-$206K	–	396
2025 Q1	$206K	Sell	415 -6	-1%	-$3.32K	0.2%	83
2024 Q4	$220K	Hold	421	–	–	0.2%	82
2024 Q3	$207K	Sell	421 -36	-8%	-$16.8K	0.18%	92
2024 Q2	$203K	Hold	457	–	–	0.19%	83
2024 Q1	$182K	Buy	+457	New	+$173K	0.14%	104
2023 Q4	–	Sell	-496	Closed	-$145K	–	360
2023 Q3	$145K	Hold	496	–	–	0.13%	116
2023 Q2	$170K	Hold	496	–	–	0.15%	97
2023 Q1	$127K	Hold	496	–	–	0.12%	118
2022 Q4	$132K	Sell	496 -65	-12%	-$15.8K	0.12%	118
2022 Q3	$105K	Buy	561 +359	+178%	+$77.1K	0.1%	131
2022 Q2	$41K	Buy	202 +9	+5%	+$2.11K	0.04%	237
2022 Q1	$58K	Buy	+193	New	+$56.4K	0.04%	203

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Riverview Trust Company's ISRG Position: Q2 2025 in Review

Riverview Trust Company sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 415 shares — an estimated $206K sold.

Riverview Trust Company first reported a position in ISRG in Q1 2022 and held it in 12 quarters. The position peaked at $220K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

Riverview Trust Company reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 415 Intuitive Surgical shares in Q2 2025, an estimated $206K.
Riverview Trust Company first reported a position in Intuitive Surgical in Q1 2022 and held it in 12 quarters.
Riverview Trust Company's Intuitive Surgical position peaked at $220K in Q4 2024.
2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.