Tompkins Financial’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 | $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
Tompkins Financial's ISRG Position: Q2 2026 in Review
Tompkins Financial reduced its Intuitive Surgical (ISRG) stake by 5.5% in Q2 2026, selling an estimated $375K and leaving 14,648 shares worth $5.83M. The position accounts for 0.41% of the portfolio, ranked #51.
Tompkins Financial first reported a position in ISRG in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.86M in Q4 2025. 2,235 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Tompkins Financial held 14,648 shares of Intuitive Surgical worth $5.83M as of Q2 2026.
- Tompkins Financial sold 859 Intuitive Surgical shares in Q2 2026, an estimated $375K.
- Intuitive Surgical made up 0.41% of Tompkins Financial's portfolio in Q2 2026, its #51 holding.
- Tompkins Financial first reported a position in Intuitive Surgical in Q2 2013 and has held it in 30 quarters since.
- Tompkins Financial's Intuitive Surgical position peaked at $8.86M in Q4 2025.
- 2,235 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.