Chevy Chase Trust’s Intuitive Surgical ISRG Stock Holding History

Chevy Chase Trust’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	$152M	Sell	330,751 -16,654	-5%	-$8.43M	0.44%	42
2025 Q4	$197M	Sell	347,405 -4,789	-1%	-$2.55M	0.53%	24
2025 Q3	$158M	Sell	352,194 -19,054	-5%	-$9.14M	0.43%	33
2025 Q2	$202M	Buy	371,248 +1,318	+0.4%	+$689K	0.59%	22
2025 Q1	$183M	Sell	369,930 -18,514	-5%	-$10.2M	0.59%	27
2024 Q4	$203M	Sell	388,444 -13,735	-3%	-$7.15M	0.62%	23
2024 Q3	$198M	Sell	402,179 -4,778	-1%	-$2.22M	0.61%	27
2024 Q2	$181M	Sell	406,957 -1,233	-0.3%	-$491K	0.58%	28
2024 Q1	$163M	Buy	408,190 +70	+0%	+$26.5K	0.53%	32
2023 Q4	$138M	Sell	408,120 -2,667	-0.6%	-$795K	0.49%	38
2023 Q3	$120M	Buy	410,787 +2,856	+0.7%	+$892K	0.47%	42
2023 Q2	$139M	Buy	407,931 +2,905	+0.7%	+$879K	0.52%	36
2023 Q1	$103M	Sell	405,026 -21,915	-5%	-$5.4M	0.41%	53
2022 Q4	$113M	Sell	426,941 -18,150	-4%	-$4.43M	0.48%	48
2022 Q3	$83.4M	Sell	445,091 -71,660	-14%	-$15.4M	0.36%	62
2022 Q2	$104M	Sell	516,751 -50,725	-9%	-$11.9M	0.43%	48
2022 Q1	$171M	Sell	567,476 -5,545	-1%	-$1.62M	0.59%	31
2021 Q4	$206M	Buy	573,021 +777	+0.1%	+$267K	0.66%	23
2021 Q3	$190M	Sell	572,244 -10,359	-2%	-$3.48M	0.66%	27
2021 Q2	$179M	Sell	582,603 -15,225	-3%	-$4.27M	0.61%	30
2021 Q1	$147M	Sell	597,828 -8,361	-1%	-$2.1M	0.53%	35
2020 Q4	$165M	Sell	606,189 -5,832	-1%	-$1.45M	0.59%	31
2020 Q3	$145M	Buy	612,021 +1,368	+0.2%	+$307K	0.57%	36
2020 Q2	$116M	Sell	610,653 -16,593	-3%	-$2.97M	0.47%	46
2020 Q1	$104M	Buy	627,246 +7,584	+1%	+$1.39M	0.48%	47
2019 Q4	$122M	Buy	619,662 +4,497	+0.7%	+$842K	0.46%	48
2019 Q3	$111M	Buy	615,165 +6,864	+1%	+$1.19M	0.45%	47
2019 Q2	$106M	Sell	608,301 -1,986	-0.3%	-$340K	0.44%	50
2019 Q1	$104M	Buy	610,287 +10,155	+2%	+$1.8M	0.43%	54
2018 Q4	$95.8M	Buy	600,132 +20,859	+4%	+$3.53M	0.47%	49
2018 Q3	$111M	Buy	579,273 +15,837	+3%	+$2.81M	0.46%	50
2018 Q2	$89.9M	Buy	563,436 +10,821	+2%	+$1.65M	0.39%	63
2018 Q1	$76M	Buy	552,615 +13,239	+2%	+$1.85M	0.34%	74
2017 Q4	$65.6M	Buy	539,376 +10,986	+2%	+$1.37M	0.28%	88
2017 Q3	$61.4M	Sell	528,390 -1,665	-0.3%	-$181K	0.28%	88
2017 Q2	$55.1M	Buy	530,055 +23,967	+5%	+$2.3M	0.26%	97
2017 Q1	$43.1M	Buy	506,088 +30,744	+6%	+$2.43M	0.21%	122
2016 Q4	$33.5M	Sell	475,344 -12,366	-3%	-$909K	0.18%	139
2016 Q3	$39.3M	Buy	487,710 +107,325	+28%	+$8.22M	0.21%	117
2016 Q2	$28M	Buy	380,385 +91,116	+31%	+$6.41M	0.16%	157
2016 Q1	$19.3M	Buy	289,269 +7,263	+3%	+$450K	0.11%	217
2015 Q4	$17.1M	Buy	282,006 +5,301	+2%	+$298K	0.1%	235
2015 Q3	$14.1M	Buy	276,705 +9,675	+4%	+$548K	0.09%	264
2015 Q2	$14.4M	Buy	267,030 +3,852	+1%	+$215K	0.09%	266
2015 Q1	$14.8M	Buy	263,178 +10,341	+4%	+$585K	0.09%	265
2014 Q4	$14.9M	Buy	252,837 +648	+0.3%	+$36.1K	0.09%	251
2014 Q3	$12.9M	Sell	252,189 -11,439	-4%	-$568K	0.08%	267
2014 Q2	$12.1M	Buy	263,628 +13,302	+5%	+$587K	0.08%	272
2014 Q1	$12.2M	Buy	250,326 +585	+0.2%	+$27.6K	0.09%	265
2013 Q4	$10.7M	Sell	249,741 -8,127	-3%	-$342K	0.08%	297
2013 Q3	$10.8M	Buy	257,868 +3,519	+1%	+$155K	0.09%	271
2013 Q2	$14.3M	Buy	+254,349	New	+$14M	0.13%	187

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

Chevy Chase Trust's ISRG Position: Q1 2026 in Review

Chevy Chase Trust reduced its Intuitive Surgical (ISRG) stake by 4.8% in Q1 2026, selling an estimated $8.43M and leaving 330,751 shares worth $152M. The position accounts for 0.44% of the portfolio, ranked #42.

Chevy Chase Trust first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $206M in Q4 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Chevy Chase Trust held 330,751 shares of Intuitive Surgical worth $152M as of Q1 2026.
Chevy Chase Trust sold 16,654 Intuitive Surgical shares in Q1 2026, an estimated $8.43M.
Intuitive Surgical made up 0.44% of Chevy Chase Trust's portfolio in Q1 2026, its #42 holding.
Chevy Chase Trust first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
Chevy Chase Trust's Intuitive Surgical position peaked at $206M in Q4 2021.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.