Caldwell Trust Co

Bank

Position in ISRG — Intuitive Surgical Inc

CIK 2080218 Venice, FL

Position in ISRG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$815,243

-$218,296 QoQ

Shares Held

2,050

-8.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,223

of 2,223 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Caldwell Trust Co holds $1,342,973 across 6 Medical Instruments & Supplies names. ISRG ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	2,050	$815,243
2	BDX	Becton Dickinson & Co	3,091	$467,761
3	SOLV	Solventum Corp	428	$33,020
4	BAX	Baxter International Inc	1,000	$21,320
5	RMD	Resmed Inc	22	$4,287
6	ALC	Alcon Inc	20	$1,342

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$815,243	2,050	-8.6%	Shares	Sole	2026-08-03
2026-03-31	$1,033,539	2,242	-0.5%	Shares	Sole	2026-04-22
2025-12-31	$1,276,575	2,254	-19.6%	Shares	Sole	2026-01-30
2025-09-30	$1,254,479	2,805	+21.4%	Shares	Sole	2025-10-23
2025-06-30	$1,255,276	2,310	+1.8%	Shares	Sole	2025-09-22
2025-03-31	$1,124,262	2,270	+10.4%	Shares	Sole	2025-09-23
2024-12-31	$1,073,671	2,057	+0.4%	Shares	Sole	2025-09-24
2024-09-30	$1,006,611	2,049	+4.6%	Shares	Sole	2025-09-24
2024-06-30	$871,015	1,958	+8.2%	Shares	Sole	2025-09-24
2024-03-31	$722,352	1,810	+4.9%	Shares	Sole	2025-09-24
2023-12-31	$582,283	1,726	+10.9%	Shares	Sole	2025-10-01
2023-09-30	$455,095	1,557	+2.2%	Shares	Sole	2025-10-01
2023-06-30	$521,115	1,524	0.0%	Shares	Sole	2025-10-01
2023-03-31	$389,335	1,524	0.0%	Shares	Sole	2025-10-01
2022-12-31	$404,393	1,524	0.0%	Shares	Sole	2025-10-01
2022-09-30	$285,657	1,524	0.0%	Shares	Sole	2025-10-01
2022-06-30	$305,881	1,524	-0.2%	Shares	Sole	2025-10-02
2022-03-31	$460,665	1,527	0.0%	Shares	Sole	2025-10-02
2021-12-31	$548,650	1,527	+187.6%	Shares	Sole	2025-10-02
2021-09-30	$527,893	531	0.0%	Shares	Sole	2025-10-02
2021-06-30	$488,328	531	+0.2%	Shares	Sole	2025-10-02
2021-03-31	$391,637	530	0.0%	Shares	Sole	2025-10-02
2020-12-31	$433,593	530	0.0%	Shares	Sole	2025-10-02
2020-09-30	$376,055	530	0.0%	Shares	Sole	2025-10-02
2020-06-30	$302,009	530	0.0%	Shares	Sole	2025-10-02
2020-03-31	$262,460	530	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.