TCV Trust & Wealth Management’s Intuitive Surgical ISRG Stock Holding History

TCV Trust & Wealth Management’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	$784K	Hold	1,972	–	–	0.06%	125
2026 Q1	$909K	Sell	1,972 -273	-12%	-$138K	0.08%	107
2025 Q4	$1.27M	Hold	2,245	–	–	0.1%	90
2025 Q3	$1M	Hold	2,245	–	–	0.08%	104
2025 Q2	$1.22M	Hold	2,245	–	–	0.11%	89
2025 Q1	$1.11M	Sell	2,245 -140	-6%	-$77.4K	0.1%	93
2024 Q4	$1.24M	Hold	2,385	–	–	0.12%	87
2024 Q3	$1.17M	Sell	2,385 -36	-1%	-$16.8K	0.11%	91
2024 Q2	$1.08M	Hold	2,421	–	–	0.1%	96
2024 Q1	$966K	Sell	2,421 -155	-6%	-$58.6K	0.09%	102
2023 Q4	$869K	Buy	2,576 +36	+1%	+$10.7K	0.09%	106
2023 Q3	$742K	Hold	2,540	–	–	0.08%	113
2023 Q2	$869K	Sell	2,540 -50	-2%	-$15.1K	0.09%	106
2023 Q1	$662K	Sell	2,590 -45	-2%	-$11.1K	0.07%	122
2022 Q4	$699K	Sell	2,635 -24	-0.9%	-$5.85K	0.08%	122
2022 Q3	$498K	Buy	2,659 +17	+0.6%	+$3.65K	0.06%	131
2022 Q2	$530K	Buy	2,642 +48	+2%	+$11.3K	0.06%	131
2022 Q1	$783K	Sell	2,594 -145	-5%	-$42.4K	0.08%	123
2021 Q4	$984K	Buy	2,739 +24	+0.9%	+$8.26K	0.1%	117
2021 Q3	$900K	Hold	2,715	–	–	0.1%	112
2021 Q2	$833K	Hold	2,715	–	–	0.09%	115
2021 Q1	$669K	Hold	2,715	–	–	0.08%	122
2020 Q4	$740K	Hold	2,715	–	–	0.09%	112
2020 Q3	$642K	Hold	2,715	–	–	0.09%	113
2020 Q2	$516K	Hold	2,715	–	–	0.07%	117
2020 Q1	$448K	Hold	2,715	–	–	0.07%	120
2019 Q4	$535K	Hold	2,715	–	–	0.07%	120
2019 Q3	$489K	Hold	2,715	–	–	0.06%	129
2019 Q2	$475K	Hold	2,715	–	–	0.06%	133
2019 Q1	$516K	Sell	2,715 -75	-3%	-$13.3K	0.07%	128
2018 Q4	$445K	Hold	2,790	–	–	0.07%	139
2018 Q3	$534K	Hold	2,790	–	–	0.07%	136
2018 Q2	$445K	Hold	2,790	–	–	0.06%	148
2018 Q1	$384K	Sell	2,790 -180	-6%	-$25.1K	0.06%	145
2017 Q4	$361K	Hold	2,970	–	–	0.05%	149
2017 Q3	$345K	Hold	2,970	–	–	0.05%	152
2017 Q2	$309K	Hold	2,970	–	–	0.05%	155
2017 Q1	$253K	Sell	2,970 -315	-10%	-$24.9K	0.04%	168
2016 Q4	$231K	Hold	3,285	–	–	0.04%	166
2016 Q3	$265K	Hold	3,285	–	–	0.04%	145
2016 Q2	$241K	Sell	3,285 -225	-6%	-$15.8K	0.04%	148
2016 Q1	$234K	Hold	3,510	–	–	0.04%	148
2015 Q4	$213K	Buy	+3,510	New	+$197K	0.04%	157
2015 Q2	–	Sell	-3,600	Closed	-$202K	–	176
2015 Q1	$202K	Hold	3,600	–	–	0.03%	177
2014 Q4	$212K	Buy	+3,600	New	+$200K	0.03%	167
2013 Q3	–	Sell	-3,600	Closed	-$202K	–	160
2013 Q2	$202K	Buy	+3,600	New	+$198K	0.04%	150

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HAM

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TCV Trust & Wealth Management's ISRG Position: Q2 2026 in Review

TCV Trust & Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,972 shares worth $784K. The position accounts for 0.06% of the portfolio, ranked #125.

TCV Trust & Wealth Management first reported a position in ISRG in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.27M in Q4 2025. 969 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

TCV Trust & Wealth Management held 1,972 shares of Intuitive Surgical worth $784K as of Q2 2026.
TCV Trust & Wealth Management left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.06% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #125 holding.
TCV Trust & Wealth Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 46 quarters since.
TCV Trust & Wealth Management's Intuitive Surgical position peaked at $1.27M in Q4 2025.
969 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.