Security National Bank’s Intuitive Surgical ISRG Stock Holding History

Security National Bank’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 Q2	$602K	Sell	1,514 -1	-0.1%	-$437	0.07%	104
2026 Q1	$698K	Sell	1,515 -6	-0.4%	-$3.04K	0.1%	92
2025 Q4	$861K	Buy	1,521 +669	+79%	+$356K	0.12%	80
2025 Q3	$381K	Buy	852 +627	+279%	+$301K	0.06%	107
2025 Q2	$122K	Hold	225	–	–	0.02%	152
2025 Q1	$111K	Hold	225	–	–	0.02%	157
2024 Q4	$117K	Hold	225	–	–	0.02%	149
2024 Q3	$111K	Hold	225	–	–	0.02%	145
2024 Q2	$100K	Sell	225 -30	-12%	-$11.9K	0.01%	147
2024 Q1	$102K	Sell	255 -85	-25%	-$32.1K	0.02%	144
2023 Q4	$115K	Buy	+340	New	+$101K	0.03%	135

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Security National Bank's ISRG Position: Q2 2026 in Review

Security National Bank reduced its Intuitive Surgical (ISRG) stake by 0.07% in Q2 2026, selling an estimated $437 and leaving 1,514 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #104.

Security National Bank first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $861K in Q4 2025. 648 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Security National Bank held 1,514 shares of Intuitive Surgical worth $602K as of Q2 2026.
Security National Bank sold 1 Intuitive Surgical share in Q2 2026, an estimated $437.
Intuitive Surgical made up 0.07% of Security National Bank's portfolio in Q2 2026, its #104 holding.
Security National Bank first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Security National Bank's Intuitive Surgical position peaked at $861K in Q4 2025.
648 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.