Charter Trust Co

SEC CIK: 0001035463
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overview All 13F holders of ISRG Full Q2 2026 holdings

Shares (Q2 2026): 700
Value: $278.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of ISRG by Charter Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	700	$278.4K	<0.1%	−300−30.0%	Reduced	Holders
Q1 2026	1,000	$461.0K	<0.1%	−475−32.2%	Reduced	Holders
Q4 2025	1,475	$835.4K	<0.1%	+1,475	New	Holders