Sanibel Captiva Trust Company’s Intuitive Surgical ISRG Stock Holding History

Sanibel Captiva 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	$1.69M	Sell	3,667 -340	-8%	-$172K	0.05%	195
2025 Q4	$2.27M	Buy	4,007 +755	+23%	+$402K	0.06%	172
2025 Q3	$1.45M	Buy	3,252 +1,104	+51%	+$530K	0.04%	203
2025 Q2	$1.17M	Buy	2,148 +268	+14%	+$140K	0.04%	214
2025 Q1	$931K	Buy	1,880 +950	+102%	+$525K	0.03%	231
2024 Q4	$485K	Buy	930 +297	+47%	+$155K	0.02%	280
2024 Q3	$311K	Buy	633 +8	+1%	+$3.72K	0.01%	327
2024 Q2	$278K	Sell	625 -5	-0.8%	-$1.99K	0.01%	322
2024 Q1	$251K	Buy	630 +10	+2%	+$3.78K	0.01%	330
2023 Q4	$209K	Buy	+620	New	+$185K	0.01%	331

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

Sanibel Captiva Trust Company's ISRG Position: Q1 2026 in Review

Sanibel Captiva Trust Company reduced its Intuitive Surgical (ISRG) stake by 8.5% in Q1 2026, selling an estimated $172K and leaving 3,667 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #195.

Sanibel Captiva Trust Company first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.27M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Sanibel Captiva Trust Company held 3,667 shares of Intuitive Surgical worth $1.69M as of Q1 2026.
Sanibel Captiva Trust Company sold 340 Intuitive Surgical shares in Q1 2026, an estimated $172K.
Intuitive Surgical made up 0.05% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #195 holding.
Sanibel Captiva Trust Company first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's Intuitive Surgical position peaked at $2.27M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.