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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atwater Malick's ISRG Position: Q1 2026 in Review

Atwater Malick reduced its Intuitive Surgical (ISRG) stake by 0.44% in Q1 2026, selling an estimated $5.57K and leaving 2,475 shares worth $1.14M. The position accounts for 0.31% of the portfolio, ranked #40.

Atwater Malick first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Atwater Malick held 2,475 shares of Intuitive Surgical worth $1.14M as of Q1 2026.
Atwater Malick sold 11 Intuitive Surgical shares in Q1 2026, an estimated $5.57K.
Intuitive Surgical made up 0.31% of Atwater Malick's portfolio in Q1 2026, its #40 holding.
Atwater Malick first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
Atwater Malick's Intuitive Surgical position peaked at $1.41M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.