Greenleaf Trust’s Intuitive Surgical ISRG Stock Holding History

Greenleaf 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	$4.36M	Buy	9,457 +26	+0.3%	+$13.2K	0.04%	112
2025 Q4	$5.34M	Sell	9,431 -2,063	-18%	-$1.1M	0.05%	101
2025 Q3	$5.14M	Sell	11,494 -8,798	-43%	-$4.22M	0.05%	100
2025 Q2	$11M	Sell	20,292 -6,166	-23%	-$3.22M	0.1%	62
2025 Q1	$13.1M	Sell	26,458 -932	-3%	-$515K	0.12%	58
2024 Q4	$14.3M	Buy	27,390 +347	+1%	+$181K	0.13%	54
2024 Q3	$13.3M	Buy	27,043 +209	+0.8%	+$97.3K	0.12%	57
2024 Q2	$11.9M	Buy	26,834 +935	+4%	+$372K	0.11%	57
2024 Q1	$10.3M	Buy	25,899 +647	+3%	+$244K	0.1%	63
2023 Q4	$8.52M	Sell	25,252 -869	-3%	-$259K	0.09%	70
2023 Q3	$7.63M	Sell	26,121 -104	-0.4%	-$32.5K	0.09%	70
2023 Q2	$8.97M	Buy	26,225 +137	+0.5%	+$41.5K	0.1%	61
2023 Q1	$6.66M	Buy	26,088 +2,169	+9%	+$534K	0.08%	77
2022 Q4	$6.35M	Buy	23,919 +2,266	+10%	+$553K	0.08%	75
2022 Q3	$4.06M	Buy	21,653 +3,953	+22%	+$849K	0.06%	88
2022 Q2	$3.55M	Buy	17,700 +7,182	+68%	+$1.68M	0.05%	92
2022 Q1	$3.17M	Buy	10,518 +463	+5%	+$135K	0.04%	96
2021 Q4	$3.61M	Buy	10,055 +758	+8%	+$261K	0.04%	87
2021 Q3	$3.08M	Buy	9,297 +294	+3%	+$98.7K	0.04%	89
2021 Q2	$2.76M	Buy	9,003 +387	+4%	+$109K	0.03%	97
2021 Q1	$2.12M	Buy	8,616 +669	+8%	+$168K	0.03%	112
2020 Q4	$2.17M	Buy	7,947 +204	+3%	+$50.7K	0.03%	101
2020 Q3	$1.83M	Buy	7,743 +225	+3%	+$50.5K	0.03%	108
2020 Q2	$1.43M	Sell	7,518 -237	-3%	-$42.5K	0.03%	122
2020 Q1	$1.28M	Sell	7,755 -645	-8%	-$118K	0.03%	109
2019 Q4	$1.66M	Sell	8,400 -1,044	-11%	-$195K	0.03%	116
2019 Q3	$1.7M	Buy	9,444 +1,689	+22%	+$292K	0.03%	109
2019 Q2	$1.36M	Sell	7,755 -1,347	-15%	-$231K	0.02%	132
2019 Q1	$1.73M	Sell	9,102 -24	-0.3%	-$4.26K	0.03%	102
2018 Q4	$1.46M	Buy	9,126 +357	+4%	+$60.5K	0.03%	112
2018 Q3	$1.68M	Buy	8,769 +159	+2%	+$28.2K	0.03%	113
2018 Q2	$1.37M	Buy	8,610 +1,914	+29%	+$292K	0.03%	125
2018 Q1	$921K	Buy	6,696 +225	+3%	+$31.4K	0.02%	161
2017 Q4	$787K	Buy	6,471 +585	+10%	+$73.2K	0.02%	182
2017 Q3	$684K	Buy	5,886 +306	+5%	+$33.3K	0.02%	183
2017 Q2	$580K	Buy	5,580 +1,287	+30%	+$124K	0.01%	175
2017 Q1	$366K	Buy	4,293 +36	+0.8%	+$2.84K	0.01%	199
2016 Q4	$300K	Hold	4,257	–	–	0.01%	177
2016 Q3	$343K	Buy	4,257 +468	+12%	+$35.8K	0.01%	146
2016 Q2	$278K	Hold	3,789	–	–	0.01%	146
2016 Q1	$253K	Sell	3,789 -900	-19%	-$55.8K	0.01%	145
2015 Q4	$285K	Hold	4,689	–	–	0.01%	141
2015 Q3	$239K	Hold	4,689	–	–	0.01%	160
2015 Q2	$252K	Hold	4,689	–	–	0.01%	140
2015 Q1	$263K	Hold	4,689	–	–	0.01%	130
2014 Q4	$276K	Hold	4,689	–	–	0.01%	132
2014 Q3	$241K	Hold	4,689	–	–	0.01%	139
2014 Q2	$215K	Hold	4,689	–	–	0.01%	149
2014 Q1	$228K	Sell	4,689 -711	-13%	-$33.5K	0.01%	143
2013 Q4	$230K	Hold	5,400	–	–	0.01%	145
2013 Q3	$226K	Hold	5,400	–	–	0.01%	146
2013 Q2	$304K	Buy	+5,400	New	+$297K	0.01%	134

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

Greenleaf Trust's ISRG Position: Q1 2026 in Review

Greenleaf Trust increased its Intuitive Surgical (ISRG) stake by 0.28% in Q1 2026, buying an estimated $13.2K and bringing the position to 9,457 shares worth $4.36M. The position accounts for 0.04% of the portfolio, ranked #112.

Greenleaf Trust first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.3M in Q4 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Greenleaf Trust held 9,457 shares of Intuitive Surgical worth $4.36M as of Q1 2026.
Greenleaf Trust bought 26 Intuitive Surgical shares in Q1 2026, an estimated $13.2K.
Intuitive Surgical made up 0.04% of Greenleaf Trust's portfolio in Q1 2026, its #112 holding.
Greenleaf Trust first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
Greenleaf Trust's Intuitive Surgical position peaked at $14.3M in Q4 2024.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.