TF
ISRG icon

Tompkins Financial’s Intuitive Surgical ISRG Stock Holding History

Tompkins Financial’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
Q3 		$5.65M Sell
13,897
-751
-5% -$287K 0.4% 51
2026
Q2 		$5.83M Sell
14,648
-859
-6% -$375K 0.41% 51
2026
Q1 		$7.15M Sell
15,507
-141
-0.9% -$71.3K 0.57% 46
2025
Q4 		$8.86M Sell
15,648
-429
-3% -$228K 0.69% 43
2025
Q3 		$7.19M Buy
16,077
+35
+0.2% +$16.8K 0.6% 44
2025
Q2 		$8.72M Sell
16,042
-733
-4% -$383K 0.8% 37
2025
Q1 		$8.31M Sell
16,775
-19
-0.1% -$10.5K 0.8% 38
2024
Q4 		$8.77M Buy
16,794
+1
+0% +$521 0.82% 35
2024
Q3 		$8.25M Sell
16,793
-2,452
-13% -$1.14M 0.79% 39
2024
Q2 		$8.56M Sell
19,245
-194
-1% -$77.3K 0.9% 33
2024
Q1 		$7.76M Buy
19,439
+531
+3% +$201K 0.88% 38
2023
Q4 		$6.38M Buy
18,908
+3,494
+23% +$1.04M 0.77% 42
2023
Q3 		$4.51M Buy
15,414
+363
+2% +$113K 0.71% 45
2023
Q2 		$5.15M Sell
15,051
-253
-2% -$76.5K 0.81% 40
2023
Q1 		$3.91M Buy
15,304
+72
+0.5% +$17.7K 0.64% 48
2022
Q4 		$4.04M Buy
15,232
+310
+2% +$75.6K 0.64% 44
2022
Q3 		$2.8M Buy
14,922
+92
+0.6% +$19.8K 0.47% 52
2022
Q2 		$2.98M Buy
14,830
+773
+5% +$181K 0.48% 53
2022
Q1 		$4.24M Buy
14,057
+636
+5% +$186K 0.6% 50
2021
Q4 		$4.82M Buy
13,421
+593
+5% +$204K 0.86% 45
2021
Q3 		$4.25M Buy
+12,828
New +$4.31M 0.78% 49
2021
Q1 		$2.26M Buy
9,192
+540
+6% +$136K 0.38% 57
2020
Q4 		$2.36M Buy
8,652
+963
+13% +$239K 0.42% 55
2020
Q3 		$1.82M Buy
7,689
+75
+1% +$16.8K 0.35% 66
2020
Q2 		$1.45M Buy
7,614
+774
+11% +$139K 0.3% 67
2020
Q1 		$1.13M Buy
6,840
+12
+0.2% +$2.2K 0.26% 70
2019
Q4 		$1.34M Buy
6,828
+762
+13% +$143K 0.25% 72
2019
Q3 		$1.09M Buy
6,066
+210
+4% +$36.3K 0.22% 72
2019
Q2 		$1.02M Buy
5,856
+939
+19% +$161K 0.21% 76
2019
Q1 		$935K Buy
+4,917
New +$874K 0.18% 82
2013
Q3 		– Sell
-387
Closed -$22K – 483
2013
Q2 		$22K Buy
+387
New +$21.3K 0.01% 342

Other funds holding ISRG

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Tompkins Financial's ISRG Position: Q3 2026 in Review

Tompkins Financial reduced its Intuitive Surgical (ISRG) stake by 5.1% in Q3 2026, selling an estimated $287K and leaving 13,897 shares worth $5.65M. The position accounts for 0.4% of the portfolio, ranked #51.

Tompkins Financial first reported a position in ISRG in Q2 2013 and has held it in 31 quarters since. The position peaked at $8.86M in Q4 2025. 28 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Tompkins Financial held 13,897 shares of Intuitive Surgical worth $5.65M as of Q3 2026.
  • Tompkins Financial sold 751 Intuitive Surgical shares in Q3 2026, an estimated $287K.
  • Intuitive Surgical made up 0.4% of Tompkins Financial's portfolio in Q3 2026, its #51 holding.
  • Tompkins Financial first reported a position in Intuitive Surgical in Q2 2013 and has held it in 31 quarters since.
  • Tompkins Financial's Intuitive Surgical position peaked at $8.86M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.