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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
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 $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

Spinnaker Trust's ISRG Position: Q1 2026 in Review

Spinnaker Trust reduced its Intuitive Surgical (ISRG) stake by 3.9% in Q1 2026, selling an estimated $9.11K and leaving 440 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #284.

Spinnaker Trust first reported a position in ISRG in Q4 2024 and has held it in 3 quarters since. The position peaked at $259K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Spinnaker Trust held 440 shares of Intuitive Surgical worth $203K as of Q1 2026.
  • Spinnaker Trust sold 18 Intuitive Surgical shares in Q1 2026, an estimated $9.11K.
  • Intuitive Surgical made up 0.01% of Spinnaker Trust's portfolio in Q1 2026, its #284 holding.
  • Spinnaker Trust first reported a position in Intuitive Surgical in Q4 2024 and has held it in 3 quarters since.
  • Spinnaker Trust's Intuitive Surgical position peaked at $259K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.