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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
Q2 		$1.18M Buy
2,956
+52
+2% +$22.7K 0.02% 229
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Choate Investment Advisors's ISRG Position: Q2 2026 in Review

Choate Investment Advisors increased its Intuitive Surgical (ISRG) stake by 1.8% in Q2 2026, buying an estimated $22.7K and bringing the position to 2,956 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #229.

Choate Investment Advisors first reported a position in ISRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Choate Investment Advisors held 2,956 shares of Intuitive Surgical worth $1.18M as of Q2 2026.
  • Choate Investment Advisors bought 52 Intuitive Surgical shares in Q2 2026, an estimated $22.7K.
  • Intuitive Surgical made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #229 holding.
  • Choate Investment Advisors first reported a position in Intuitive Surgical in Q3 2023 and has held it in 12 quarters since.
  • Choate Investment Advisors's Intuitive Surgical position peaked at $1.52M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.