Truist Financial
ISRG icon

Truist Financial’s Intuitive Surgical ISRG Stock Holding History

Truist 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
Q1 		$69.7M Sell
151,281
-12,897
-8% -$6.52M 0.09% 188
2025
Q4 		$93M Sell
164,178
-4,762
-3% -$2.54M 0.12% 160
2025
Q3 		$75.6M Sell
168,940
-91,632
-35% -$44M 0.1% 177
2025
Q2 		$142M Buy
260,572
+4,280
+2% +$2.24M 0.21% 105
2025
Q1 		$127M Buy
256,292
+8,200
+3% +$4.53M 0.2% 103
2024
Q4 		$129M Buy
248,092
+7,298
+3% +$3.8M 0.2% 98
2024
Q3 		$118M Buy
240,794
+5,886
+3% +$2.74M 0.19% 110
2024
Q2 		$104M Buy
234,908
+88
+0% +$35K 0.16% 133
2024
Q1 		$93.7M Buy
234,820
+8,183
+4% +$3.09M 0.14% 145
2023
Q4 		$76.5M Sell
226,637
-24,354
-10% -$7.26M 0.12% 165
2023
Q3 		$73.4M Buy
250,991
+51,531
+26% +$16.1M 0.12% 167
2023
Q2 		$68.2M Buy
199,460
+57,133
+40% +$17.3M 0.11% 174
2023
Q1 		$36.4M Sell
142,327
-8,459
-6% -$2.08M 0.06% 274
2022
Q4 		$40M Sell
150,786
-10,646
-7% -$2.6M 0.07% 247
2022
Q3 		$30.3M Sell
161,432
-10,641
-6% -$2.29M 0.06% 287
2022
Q2 		$34.5M Sell
172,073
-105,325
-38% -$24.7M 0.06% 271
2022
Q1 		$83.7M Buy
277,398
+21,286
+8% +$6.22M 0.13% 160
2021
Q4 		$92M Buy
256,112
+10,316
+4% +$3.55M 0.14% 158
2021
Q3 		$81.5M Buy
245,796
+1,638
+0.7% +$550K 0.13% 167
2021
Q2 		$74.8M Buy
244,158
+9,321
+4% +$2.61M 0.12% 177
2021
Q1 		$57.8M Buy
234,837
+11,067
+5% +$2.78M 0.1% 209
2020
Q4 		$61M Buy
223,770
+16,686
+8% +$4.14M 0.12% 185
2020
Q3 		$49M Buy
207,084
+18,195
+10% +$4.09M 0.11% 198
2020
Q2 		$35.9M Buy
188,889
+29,298
+18% +$5.25M 0.08% 238
2020
Q1 		$26.3M Buy
159,591
+8,748
+6% +$1.6M 0.07% 276
2019
Q4 		$29.7M Buy
150,843
+145,176
+2,562% +$27.2M 0.06% 314
2019
Q3 		$1.02M Sell
5,667
-6
-0.1% -$1.04K 0.02% 446
2019
Q2 		$992K Buy
5,673
+594
+12% +$102K 0.02% 457
2019
Q1 		$966K Buy
5,079
+600
+13% +$107K 0.02% 463
2018
Q4 		$715K Sell
4,479
-3,327
-43% -$564K 0.01% 499
2018
Q3 		$1.49M Buy
7,806
+483
+7% +$85.8K 0.03% 418
2018
Q2 		$1.17M Buy
7,323
+420
+6% +$64K 0.02% 452
2018
Q1 		$950K Buy
6,903
+114
+2% +$15.9K 0.02% 485
2017
Q4 		$826K Buy
6,789
+597
+10% +$74.7K 0.02% 501
2017
Q3 		$720K Hold
6,192
– – 0.01% 520
2017
Q2 		$644K Hold
6,192
– – 0.01% 530
2017
Q1 		$527K Buy
+6,192
New +$489K 0.01% 563
2013
Q4 		– Sell
-4,797
Closed -$200K – 782
2013
Q3 		$200K Sell
4,797
-648
-12% -$28.6K 0.01% 706
2013
Q2 		$306K Buy
+5,445
New +$300K 0.01% 594

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

Truist Financial's ISRG Position: Q1 2026 in Review

Truist Financial reduced its Intuitive Surgical (ISRG) stake by 7.9% in Q1 2026, selling an estimated $6.52M and leaving 151,281 shares worth $69.7M. The position accounts for 0.09% of the portfolio, ranked #188.

Truist Financial first reported a position in ISRG in Q2 2013 and has held it in 39 quarters since. The position peaked at $142M in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Truist Financial held 151,281 shares of Intuitive Surgical worth $69.7M as of Q1 2026.
  • Truist Financial sold 12,897 Intuitive Surgical shares in Q1 2026, an estimated $6.52M.
  • Intuitive Surgical made up 0.09% of Truist Financial's portfolio in Q1 2026, its #188 holding.
  • Truist Financial first reported a position in Intuitive Surgical in Q2 2013 and has held it in 39 quarters since.
  • Truist Financial's Intuitive Surgical position peaked at $142M in Q2 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.