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Atwater Malick’s Intuitive Surgical ISRG Stock Holding History

Atwater Malick’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 		$818K Sell
2,058
-417
-17% -$182K 0.18% 62
2026
Q1 		$1.14M Sell
2,475
-11
-0.4% -$5.57K 0.31% 40
2025
Q4 		$1.41M Buy
2,486
+11
+0.4% +$5.86K 0.39% 35
2025
Q3 		$1.11M Hold
2,475
– – 0.32% 39
2025
Q2 		$1.34M Hold
2,475
– – 0.43% 38
2025
Q1 		$1.23M Hold
2,475
– – 0.41% 36
2024
Q4 		$1.29M Hold
2,475
– – 0.43% 34
2024
Q3 		$1.22M Hold
2,475
– – 0.39% 34
2024
Q2 		$1.1M Hold
2,475
– – 0.38% 36
2024
Q1 		$988K Buy
2,475
+14
+0.6% +$5.29K 0.35% 38
2023
Q4 		$830K Buy
+2,461
New +$734K 0.33% 38

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

Atwater Malick's ISRG Position: Q2 2026 in Review

Atwater Malick reduced its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, selling an estimated $182K and leaving 2,058 shares worth $818K. The position accounts for 0.18% of the portfolio, ranked #62.

Atwater Malick first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Atwater Malick held 2,058 shares of Intuitive Surgical worth $818K as of Q2 2026.
  • Atwater Malick sold 417 Intuitive Surgical shares in Q2 2026, an estimated $182K.
  • Intuitive Surgical made up 0.18% of Atwater Malick's portfolio in Q2 2026, its #62 holding.
  • Atwater Malick first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Atwater Malick's Intuitive Surgical position peaked at $1.41M in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.