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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Boston Trust Walden's ISRG Position: Q2 2026 in Review

Boston Trust Walden reduced its Intuitive Surgical (ISRG) stake by 5.4% in Q2 2026, selling an estimated $322K and leaving 12,984 shares worth $5.16M. The position accounts for 0.04% of the portfolio, ranked #227.

Boston Trust Walden first reported a position in ISRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $42.3M in Q4 2021. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Boston Trust Walden held 12,984 shares of Intuitive Surgical worth $5.16M as of Q2 2026.
  • Boston Trust Walden sold 738 Intuitive Surgical shares in Q2 2026, an estimated $322K.
  • Intuitive Surgical made up 0.04% of Boston Trust Walden's portfolio in Q2 2026, its #227 holding.
  • Boston Trust Walden first reported a position in Intuitive Surgical in Q1 2020 and has held it in 26 quarters since.
  • Boston Trust Walden's Intuitive Surgical position peaked at $42.3M in Q4 2021.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.