CIA
ISRG icon

Choate Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Choate Investment Advisors’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 		$1.34M Buy
2,904
+216
+8% +$109K 0.03% 201
2025
Q4 		$1.52M Buy
2,688
+595
+28% +$317K 0.03% 189
2025
Q3 		$936K Sell
2,093
-54
-3% -$25.9K 0.02% 212
2025
Q2 		$1.17M Sell
2,147
-121
-5% -$63.3K 0.03% 185
2025
Q1 		$1.12M Sell
2,268
-102
-4% -$56.4K 0.03% 172
2024
Q4 		$1.24M Buy
2,370
+905
+62% +$471K 0.03% 172
2024
Q3 		$720K Buy
1,465
+242
+20% +$113K 0.02% 225
2024
Q2 		$544K Sell
1,223
-7
-0.6% -$2.79K 0.01% 243
2024
Q1 		$491K Buy
1,230
+2
+0.2% +$756 0.01% 267
2023
Q4 		$414K Buy
1,228
+340
+38% +$101K 0.01% 266
2023
Q3 		$260K Buy
+888
New +$277K 0.01% 312

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Choate Investment Advisors's ISRG Position: Q1 2026 in Review

Choate Investment Advisors increased its Intuitive Surgical (ISRG) stake by 8% in Q1 2026, buying an estimated $109K and bringing the position to 2,904 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #201.

Choate Investment Advisors first reported a position in ISRG in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Choate Investment Advisors held 2,904 shares of Intuitive Surgical worth $1.34M as of Q1 2026.
  • Choate Investment Advisors bought 216 Intuitive Surgical shares in Q1 2026, an estimated $109K.
  • Intuitive Surgical made up 0.03% of Choate Investment Advisors's portfolio in Q1 2026, its #201 holding.
  • Choate Investment Advisors first reported a position in Intuitive Surgical in Q3 2023 and has held it in 11 quarters since.
  • Choate Investment Advisors's Intuitive Surgical position peaked at $1.52M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.