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WoodTrust Financial’s Intuitive Surgical ISRG Stock Holding History

WoodTrust 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
Q2 		$1.66M Buy
4,170
+1,000
+32% +$437K 0.2% 70
2026
Q1 		$1.46M Sell
3,170
-1,010
-24% -$511K 0.19% 71
2025
Q4 		$2.37M Buy
4,180
+20
+0.5% +$10.6K 0.28% 52
2025
Q3 		$1.86M Hold
4,160
– – 0.22% 62
2025
Q2 		$2.26M Sell
4,160
-300
-7% -$157K 0.29% 49
2025
Q1 		$2.21M Buy
4,460
+250
+6% +$138K 0.31% 50
2024
Q4 		$2.2M Sell
4,210
-2
-0% -$1.04K 0.31% 51
2024
Q3 		$2.07M Hold
4,212
– – 0.29% 57
2024
Q2 		$1.87M Sell
4,212
-50
-1% -$19.9K 0.29% 61
2024
Q1 		$1.7K Buy
4,262
+2
+0% +$756 0.27% 64
2023
Q4 		$1.44M Sell
4,260
-162
-4% -$48.3K 0.25% 64
2023
Q3 		$1.29M Buy
4,422
+162
+4% +$50.6K 0.25% 64
2023
Q2 		$1.46M Hold
4,260
– – 0.27% 63
2023
Q1 		$1.09M Hold
4,260
– – 0.21% 75
2022
Q4 		$1.13M Sell
4,260
-805
-16% -$196K 0.23% 67
2022
Q3 		$950K Hold
5,065
– – 0.21% 75
2022
Q2 		$1.02M Buy
5,065
+1,920
+61% +$450K 0.23% 68
2022
Q1 		$949K Buy
3,145
+950
+43% +$278K 0.19% 76
2021
Q4 		$788K Buy
2,195
+20
+0.9% +$6.88K 0.16% 80
2021
Q3 		$720K Buy
2,175
+870
+67% +$292K 0.17% 74
2021
Q2 		$400K Buy
1,305
+405
+45% +$114K 0.11% 72
2021
Q1 		$222K Sell
900
-90
-9% -$22.6K 0.07% 93
2020
Q4 		$270K Sell
990
-75
-7% -$18.6K 0.08% 78
2020
Q3 		$252K Hold
1,065
– – 0.09% 85
2020
Q2 		$202K Buy
+1,065
New +$191K 0.08% 85

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WoodTrust Financial's ISRG Position: Q2 2026 in Review

WoodTrust Financial increased its Intuitive Surgical (ISRG) stake by 32% in Q2 2026, buying an estimated $437K and bringing the position to 4,170 shares worth $1.66M. The position accounts for 0.2% of the portfolio, ranked #70.

WoodTrust Financial first reported a position in ISRG in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.37M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • WoodTrust Financial held 4,170 shares of Intuitive Surgical worth $1.66M as of Q2 2026.
  • WoodTrust Financial bought 1,000 Intuitive Surgical shares in Q2 2026, an estimated $437K.
  • Intuitive Surgical made up 0.2% of WoodTrust Financial's portfolio in Q2 2026, its #70 holding.
  • WoodTrust Financial first reported a position in Intuitive Surgical in Q2 2020 and has held it in 25 quarters since.
  • WoodTrust Financial's Intuitive Surgical position peaked at $2.37M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.