Summit Trail Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.25M | Sell |
10,697
-582
| -5% | -$254K | 0.05% | 226 |
|
|
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
Summit Trail Advisors's ISRG Position: Q2 2026 in Review
Summit Trail Advisors reduced its Intuitive Surgical (ISRG) stake by 5.2% in Q2 2026, selling an estimated $254K and leaving 10,697 shares worth $4.25M. The position accounts for 0.05% of the portfolio, ranked #226.
Summit Trail Advisors first reported a position in ISRG in Q4 2017 and has held it in 28 quarters since. The position peaked at $5.67M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Summit Trail Advisors held 10,697 shares of Intuitive Surgical worth $4.25M as of Q2 2026.
- Summit Trail Advisors sold 582 Intuitive Surgical shares in Q2 2026, an estimated $254K.
- Intuitive Surgical made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #226 holding.
- Summit Trail Advisors first reported a position in Intuitive Surgical in Q4 2017 and has held it in 28 quarters since.
- Summit Trail Advisors's Intuitive Surgical position peaked at $5.67M in Q4 2025.
- 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.