Douglass Winthrop Advisors’s Intuitive Surgical ISRG Stock Holding History

Douglass Winthrop 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	$962K	Buy	2,420 +385	+19%	+$168K	0.02%	171
2026 Q1	$938K	Buy	2,035 +19	+0.9%	+$9.61K	0.02%	160
2025 Q4	$1.14M	Buy	2,016 +220	+12%	+$117K	0.02%	144
2025 Q3	$803K	Sell	1,796 -885	-33%	-$425K	0.01%	174
2025 Q2	$1.46M	Hold	2,681	–	–	0.03%	124
2025 Q1	$1.33M	Buy	2,681 +68	+3%	+$37.6K	0.03%	124
2024 Q4	$1.36M	Buy	2,613 +24	+0.9%	+$12.5K	0.03%	126
2024 Q3	$1.27M	Sell	2,589 -32	-1%	-$14.9K	0.02%	126
2024 Q2	$1.17M	Sell	2,621 -11	-0.4%	-$4.38K	0.02%	122
2024 Q1	$1.05M	Buy	2,632 +123	+5%	+$46.5K	0.02%	132
2023 Q4	$846K	Buy	2,509 +200	+9%	+$59.6K	0.02%	135
2023 Q3	$675K	Sell	2,309 -325	-12%	-$101K	0.02%	139
2023 Q2	$901K	Hold	2,634	–	–	0.02%	128
2023 Q1	$673K	Hold	2,634	–	–	0.02%	143
2022 Q4	$699K	Hold	2,634	–	–	0.02%	141
2022 Q3	$494K	Sell	2,634 -59	-2%	-$12.7K	0.01%	166
2022 Q2	$541K	Buy	2,693 +385	+17%	+$90.3K	0.02%	169
2022 Q1	$696K	Buy	2,308 +46	+2%	+$13.4K	0.02%	161
2021 Q4	$813K	Buy	2,262 +24	+1%	+$8.26K	0.02%	152
2021 Q3	$742K	Hold	2,238	–	–	0.02%	154
2021 Q2	$686K	Hold	2,238	–	–	0.02%	171
2021 Q1	$551K	Hold	2,238	–	–	0.01%	185
2020 Q4	$610K	Buy	2,238 +90	+4%	+$22.3K	0.02%	169
2020 Q3	$508K	Hold	2,148	–	–	0.02%	168
2020 Q2	$408K	Buy	2,148 +798	+59%	+$143K	0.02%	182
2020 Q1	$223K	Sell	1,350 -75	-5%	-$13.7K	0.01%	213
2019 Q4	$281K	Hold	1,425	–	–	0.01%	232
2019 Q3	$256K	Hold	1,425	–	–	0.01%	232
2019 Q2	$249K	Hold	1,425	–	–	0.01%	235
2019 Q1	$271K	Hold	1,425	–	–	0.01%	213
2018 Q4	$227K	Hold	1,425	–	–	0.01%	228
2018 Q3	$273K	Buy	+1,425	New	+$253K	0.01%	222
2018 Q1	–	Sell	-4,500	Closed	-$547K	–	272
2017 Q4	$547K	Hold	4,500	–	–	0.03%	162
2017 Q3	$523K	Hold	4,500	–	–	0.03%	166
2017 Q2	$468K	Hold	4,500	–	–	0.03%	169
2017 Q1	$383K	Sell	4,500 -675	-13%	-$53.3K	0.02%	182
2016 Q4	$365K	Buy	5,175 +225	+5%	+$16.5K	0.02%	182
2016 Q3	$399K	Hold	4,950	–	–	0.03%	175
2016 Q2	$364K	Buy	4,950 +900	+22%	+$63.3K	0.03%	175
2016 Q1	$270K	Hold	4,050	–	–	0.02%	196
2015 Q4	$246K	Hold	4,050	–	–	0.02%	205
2015 Q3	$207K	Hold	4,050	–	–	0.02%	224
2015 Q2	$227K	Hold	4,050	–	–	0.02%	236
2015 Q1	$227K	Sell	4,050 -126	-3%	-$7.13K	0.02%	236
2014 Q4	$245K	Buy	4,176 +126	+3%	+$7.02K	0.02%	187
2014 Q3	$208K	Buy	+4,050	New	+$201K	0.02%	187

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Douglass Winthrop Advisors's ISRG Position: Q2 2026 in Review

Douglass Winthrop Advisors increased its Intuitive Surgical (ISRG) stake by 19% in Q2 2026, buying an estimated $168K and bringing the position to 2,420 shares worth $962K. The position accounts for 0.02% of the portfolio, ranked #171.

Douglass Winthrop Advisors first reported a position in ISRG in Q3 2014 and has held it in 46 quarters since. The position peaked at $1.46M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Douglass Winthrop Advisors held 2,420 shares of Intuitive Surgical worth $962K as of Q2 2026.
Douglass Winthrop Advisors bought 385 Intuitive Surgical shares in Q2 2026, an estimated $168K.
Intuitive Surgical made up 0.02% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #171 holding.
Douglass Winthrop Advisors first reported a position in Intuitive Surgical in Q3 2014 and has held it in 46 quarters since.
Douglass Winthrop Advisors's Intuitive Surgical position peaked at $1.46M in Q2 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.