Trust Company’s Intuitive Surgical ISRG Stock Holding History

Trust Company’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	$249K	Hold	612	–	–	0.02%	164
2026 Q2	$243K	Sell	612 -600	-50%	-$262K	0.02%	156
2026 Q1	$559K	Hold	1,212	–	–	0.05%	112
2025 Q4	$686K	Hold	1,212	–	–	0.06%	97
2025 Q3	$542K	Sell	1,212 -9	-0.7%	-$4.32K	0.06%	85
2025 Q2	$664K	Hold	1,221	–	–	0.07%	72
2025 Q1	$605K	Hold	1,221	–	–	0.07%	78
2024 Q4	$637K	Buy	1,221 +600	+97%	+$313K	0.07%	76
2024 Q3	$305K	Buy	621 +9	+1%	+$4.19K	0.04%	113
2024 Q2	$272K	Hold	612	–	–	0.04%	115
2024 Q1	$244K	Hold	612	–	–	0.03%	117
2023 Q4	$206K	Hold	612	–	–	0.03%	127
2023 Q3	$179K	Hold	612	–	–	0.03%	134
2023 Q2	$209K	Hold	612	–	–	0.03%	137
2023 Q1	$156K	Hold	612	–	–	0.02%	143
2022 Q4	$162K	Hold	612	–	–	0.03%	141
2022 Q3	$115K	Hold	612	–	–	0.03%	145
2022 Q2	$123K	Hold	612	–	–	0.03%	143
2022 Q1	$185K	Hold	612	–	–	0.04%	136
2021 Q4	$220K	Hold	612	–	–	0.05%	111
2021 Q3	$203K	Hold	612	–	–	0.05%	108
2021 Q2	$188K	Hold	612	–	–	0.13%	104
2021 Q1	$151K	Buy	+612	New	+$154K	0.11%	113

Other funds holding ISRG

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Trust Company's ISRG Position: Q3 2026 in Review

Trust Company held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 612 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #164.

Trust Company first reported a position in ISRG in Q1 2021 and has held it in 23 quarters since. The position peaked at $686K in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Trust Company held 612 shares of Intuitive Surgical worth $249K as of Q3 2026.
Trust Company left its Intuitive Surgical share count unchanged in Q3 2026.
Intuitive Surgical made up 0.02% of Trust Company's portfolio in Q3 2026, its #164 holding.
Trust Company first reported a position in Intuitive Surgical in Q1 2021 and has held it in 23 quarters since.
Trust Company's Intuitive Surgical position peaked at $686K in Q4 2025.
94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.