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Spinnaker Trust’s Intuitive Surgical ISRG Stock Holding History

Spinnaker Trust’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 		– Sell
-440
Closed -$203K – 309
2026
Q1 		$203K Sell
440
-18
-4% -$9.11K 0.01% 284
2025
Q4 		$259K Buy
+458
New +$244K 0.01% 271
2025
Q1 		– Sell
-385
Closed -$201K – 284
2024
Q4 		$201K Buy
+385
New +$201K 0.01% 279

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spinnaker Trust's ISRG Position: Q2 2026 in Review

Spinnaker Trust sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 440 shares — an estimated $203K sold.

Spinnaker Trust first reported a position in ISRG in Q4 2024 and held it in 3 quarters. The position peaked at $259K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Spinnaker Trust reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Spinnaker Trust sold 440 Intuitive Surgical shares in Q2 2026, an estimated $203K.
  • Spinnaker Trust first reported a position in Intuitive Surgical in Q4 2024 and held it in 3 quarters.
  • Spinnaker Trust's Intuitive Surgical position peaked at $259K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Spinnaker Trust's 13F filing for Q2 2026, filed 3 Aug 2026.