Boston Trust Walden
ISRG icon

Boston Trust Walden’s Intuitive Surgical ISRG Stock Holding History

Boston Trust Walden’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
Q3 		$5.17M Sell
12,707
-277
-2% -$106K 0.04% 225
2026
Q2 		$5.16M Sell
12,984
-738
-5% -$322K 0.04% 227
2026
Q1 		$6.33M Sell
13,722
-250
-2% -$126K 0.05% 226
2025
Q4 		$7.91M Sell
13,972
-170
-1% -$90.5K 0.06% 210
2025
Q3 		$6.32M Sell
14,142
-109
-0.8% -$52.3K 0.05% 217
2025
Q2 		$7.74M Sell
14,251
-61
-0.4% -$31.9K 0.06% 215
2025
Q1 		$7.09M Sell
14,312
-365
-2% -$202K 0.05% 219
2024
Q4 		$7.66M Sell
14,677
-684
-4% -$356K 0.05% 215
2024
Q3 		$7.55M Sell
15,361
-1,581
-9% -$736K 0.05% 216
2024
Q2 		$7.54M Sell
16,942
-210
-1% -$83.6K 0.06% 213
2024
Q1 		$6.85M Sell
17,152
-15
-0.1% -$5.67K 0.05% 219
2023
Q4 		$5.79M Sell
17,167
-1,358
-7% -$405K 0.04% 220
2023
Q3 		$5.41M Buy
18,525
+185
+1% +$57.8K 0.05% 223
2023
Q2 		$6.27M Sell
18,340
-1,209
-6% -$366K 0.05% 221
2023
Q1 		$4.99M Sell
19,549
-965
-5% -$238K 0.04% 229
2022
Q4 		$5.44M Sell
20,514
-4,382
-18% -$1.07M 0.05% 228
2022
Q3 		$4.67M Sell
24,896
-16,482
-40% -$3.54M 0.05% 230
2022
Q2 		$8.3M Sell
41,378
-6,981
-14% -$1.64M 0.08% 210
2022
Q1 		$14.6M Sell
48,359
-69,258
-59% -$20.2M 0.12% 189
2021
Q4 		$42.3M Sell
117,617
-2,716
-2% -$934K 0.34% 105
2021
Q3 		$39.9M Buy
120,333
+3,477
+3% +$1.17M 0.35% 102
2021
Q2 		$35.8M Buy
116,856
+3,672
+3% +$1.03M 0.32% 114
2021
Q1 		$27.9M Buy
113,184
+1,323
+1% +$333K 0.27% 131
2020
Q4 		$30.5M Sell
111,861
-23,475
-17% -$5.83M 0.33% 106
2020
Q3 		$32M Buy
135,336
+2,592
+2% +$582K 0.4% 76
2020
Q2 		$25.2M Buy
132,744
+3,129
+2% +$561K 0.34% 89
2020
Q1 		$21.4M Buy
+129,615
New +$23.7M 0.34% 89

Other funds holding ISRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Boston Trust Walden's ISRG Position: Q3 2026 in Review

Boston Trust Walden reduced its Intuitive Surgical (ISRG) stake by 2.1% in Q3 2026, selling an estimated $106K and leaving 12,707 shares worth $5.17M. The position accounts for 0.04% of the portfolio, ranked #225.

Boston Trust Walden first reported a position in ISRG in Q1 2020 and has held it in 27 quarters since. The position peaked at $42.3M in Q4 2021. 1,325 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Boston Trust Walden held 12,707 shares of Intuitive Surgical worth $5.17M as of Q3 2026.
  • Boston Trust Walden sold 277 Intuitive Surgical shares in Q3 2026, an estimated $106K.
  • Intuitive Surgical made up 0.04% of Boston Trust Walden's portfolio in Q3 2026, its #225 holding.
  • Boston Trust Walden first reported a position in Intuitive Surgical in Q1 2020 and has held it in 27 quarters since.
  • Boston Trust Walden's Intuitive Surgical position peaked at $42.3M in Q4 2021.
  • 1,325 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Boston Trust Walden's 13F filing for Q3 2026, filed 30 Oct 2026.