American Trust

Position in ISRG — Intuitive Surgical Inc

CIK 1905128 LEXINGTON, KY

Position in ISRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$652,195

-$44,821 QoQ

Shares Held

1,640

+8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,329

of 2,223 holders

Holding Since

Dec 2021

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

American Trust holds $1,002,649 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (65.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	1,640	$652,195
2	COO	Cooper Companies, Inc.	2,824	$202,509
3	AVTR	Avantor, Inc.	14,944	$147,945

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$652,195	1,640	+8.5%	Shares	Sole	2026-08-14
2026-03-31	$697,016	1,512	+10.0%	Shares	Sole	2026-05-01
2025-12-31	$778,745	1,375	-38.2%	Shares	Sole	2026-02-17
2022-06-30	$446,579	2,225	-25.2%	Shares	Defined	2022-10-03
2022-03-31	$897,799	2,976	-3.1%	Shares	Defined	2022-06-08
2021-12-31	$1,103,051	3,070	—	Shares	Defined	2022-03-17
No filing history on record for this holder in this stock.