Union Savings Bank’s Intuitive Surgical ISRG Stock Holding History

Union Savings Bank’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	$439K	Buy	1,103 +423	+62%	+$185K	0.18%	84
2026 Q1	$313K	Buy	680 +561	+471%	+$284K	0.14%	99
2025 Q4	$67.4K	Buy	+119	New	+$63.4K	0.03%	203
2024 Q1	–	Sell	-5	Closed	-$1.69K	–	304
2023 Q4	$1.69K	Hold	5	–	–	﹤0.01%	298
2023 Q3	$1.46K	Hold	5	–	–	﹤0.01%	296
2023 Q2	$1.62K	Buy	+5	New	+$1.51K	﹤0.01%	280

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

Union Savings Bank's ISRG Position: Q2 2026 in Review

Union Savings Bank increased its Intuitive Surgical (ISRG) stake by 62% in Q2 2026, buying an estimated $185K and bringing the position to 1,103 shares worth $439K. The position accounts for 0.18% of the portfolio, ranked #84.

Union Savings Bank first reported a position in ISRG in Q2 2023 and has held it in 6 quarters since. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Union Savings Bank held 1,103 shares of Intuitive Surgical worth $439K as of Q2 2026.
Union Savings Bank bought 423 Intuitive Surgical shares in Q2 2026, an estimated $185K.
Intuitive Surgical made up 0.18% of Union Savings Bank's portfolio in Q2 2026, its #84 holding.
Union Savings Bank first reported a position in Intuitive Surgical in Q2 2023 and has held it in 6 quarters since.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.