Trust Asset Management’s Intuitive Surgical ISRG Stock Holding History

Trust Asset 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	$1.57M	Hold	3,952	–	–	0.1%	66
2026 Q1	$1.82M	Hold	3,952	–	–	0.13%	54
2025 Q4	$2.24M	Sell	3,952 -142	-3%	-$75.6K	0.15%	46
2025 Q3	$1.83M	Hold	4,094	–	–	0.13%	55
2025 Q2	$2.22M	Hold	4,094	–	–	0.16%	43
2025 Q1	$2.03M	Buy	4,094 +43	+1%	+$23.8K	0.17%	40
2024 Q4	$2.11M	Hold	4,051	–	–	0.17%	42
2024 Q3	$1.99M	Hold	4,051	–	–	0.16%	46
2024 Q2	$1.8M	Hold	4,051	–	–	0.15%	50
2024 Q1	$1.62M	Hold	4,051	–	–	0.14%	55
2023 Q4	$1.37M	Hold	4,051	–	–	0.13%	59
2023 Q3	$1.18M	Hold	4,051	–	–	0.13%	63
2023 Q2	$1.39M	Hold	4,051	–	–	0.14%	53
2023 Q1	$1.03M	Buy	4,051 +19	+0.5%	+$4.68K	0.12%	70
2022 Q4	$1.07M	Hold	4,032	–	–	0.13%	66
2022 Q3	$756K	Buy	4,032 +293	+8%	+$62.9K	0.1%	82
2022 Q2	$750K	Buy	3,739 +183	+5%	+$42.9K	0.1%	78
2022 Q1	$1.07M	Buy	3,556 +145	+4%	+$42.4K	0.13%	65
2021 Q4	$1.23M	Hold	3,411	–	–	0.15%	61
2021 Q3	$1.13M	Buy	3,411 +231	+7%	+$77.6K	0.16%	64
2021 Q2	$975K	Buy	3,180 +354	+13%	+$99.3K	0.13%	66
2021 Q1	$696K	Buy	2,826 +504	+22%	+$127K	0.09%	80
2020 Q4	$633K	Buy	2,322 +552	+31%	+$137K	0.1%	65
2020 Q3	$419K	Buy	+1,770	New	+$397K	0.07%	68

Other funds holding ISRG

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

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

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

HAM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Trust Asset Management's ISRG Position: Q2 2026 in Review

Trust Asset Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 3,952 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #66.

Trust Asset Management first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.24M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Trust Asset Management held 3,952 shares of Intuitive Surgical worth $1.57M as of Q2 2026.
Trust Asset Management left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.1% of Trust Asset Management's portfolio in Q2 2026, its #66 holding.
Trust Asset Management first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
Trust Asset Management's Intuitive Surgical position peaked at $2.24M in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.