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Summit Trail Advisors’s Intuitive Surgical ISRG Stock Holding History

Summit Trail Advisors’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 		$5.2M Buy
11,279
+1,262
+13% +$638K 0.07% 163
2025
Q4 		$5.67M Sell
10,017
-616
-6% -$328K 0.1% 109
2025
Q3 		$4.76M Buy
10,633
+389
+4% +$187K 0.07% 149
2025
Q2 		$5.57M Buy
10,244
+2,208
+27% +$1.15M 0.1% 108
2025
Q1 		$3.98M Buy
8,036
+1,434
+22% +$793K 0.13% 57
2024
Q4 		$3.45M Buy
6,602
+1,150
+21% +$599K 0.13% 62
2024
Q3 		$2.68M Buy
5,452
+738
+16% +$344K 0.07% 128
2024
Q2 		$2.1M Buy
4,714
+152
+3% +$60.5K 0.06% 141
2024
Q1 		$1.82M Buy
4,562
+748
+20% +$283K 0.05% 142
2023
Q4 		$1.29M Sell
3,814
-116
-3% -$34.6K 0.04% 139
2023
Q3 		$1.15M Sell
3,930
-419
-10% -$131K 0.04% 140
2023
Q2 		$1.49M Buy
4,349
+978
+29% +$296K 0.06% 122
2023
Q1 		$861K Buy
3,371
+903
+37% +$222K 0.03% 146
2022
Q4 		$655K Sell
2,468
-335
-12% -$81.7K 0.03% 144
2022
Q3 		$525K Buy
2,803
+258
+10% +$55.4K 0.03% 172
2022
Q2 		$511K Buy
2,545
+863
+51% +$202K 0.03% 179
2022
Q1 		$507K Sell
1,682
-118
-7% -$34.5K 0.04% 171
2021
Q4 		$647K Buy
1,800
+657
+57% +$226K 0.04% 155
2021
Q3 		$379K Buy
1,143
+174
+18% +$58.4K 0.03% 183
2021
Q2 		$297K Buy
969
+54
+6% +$15.1K 0.03% 174
2021
Q1 		$225K Buy
+915
New +$230K 0.02% 176
2020
Q4 		– Sell
-1,854
Closed -$458K – 227
2020
Q3 		$458K Buy
1,854
+510
+38% +$115K 0.09% 113
2020
Q2 		$255K Buy
1,344
+69
+5% +$12.4K 0.05% 132
2020
Q1 		$210K Buy
+1,275
New +$234K 0.06% 107
2018
Q4 		– Sell
-831
Closed -$159K – 170
2018
Q3 		$159K Buy
+831
New +$148K 0.04% 206
2018
Q2 		– Sell
-1,431
Closed -$216K – 560
2018
Q1 		$216K Buy
1,431
+135
+10% +$18.8K 0.04% 359
2017
Q4 		$185K Buy
+1,296
New +$162K 0.02% 446

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

Summit Trail Advisors's ISRG Position: Q1 2026 in Review

Summit Trail Advisors increased its Intuitive Surgical (ISRG) stake by 13% in Q1 2026, buying an estimated $638K and bringing the position to 11,279 shares worth $5.2M. The position accounts for 0.07% of the portfolio, ranked #163.

Summit Trail Advisors first reported a position in ISRG in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.67M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Summit Trail Advisors held 11,279 shares of Intuitive Surgical worth $5.2M as of Q1 2026.
  • Summit Trail Advisors bought 1,262 Intuitive Surgical shares in Q1 2026, an estimated $638K.
  • Intuitive Surgical made up 0.07% of Summit Trail Advisors's portfolio in Q1 2026, its #163 holding.
  • Summit Trail Advisors first reported a position in Intuitive Surgical in Q4 2017 and has held it in 27 quarters since.
  • Summit Trail Advisors's Intuitive Surgical position peaked at $5.67M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.