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Haverford Trust Company’s Intuitive Surgical ISRG Stock Holding History

Haverford Trust Company’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 		$315K Buy
683
+12
+2% +$6.07K ﹤0.01% 357
2025
Q4 		$380K Buy
671
+117
+21% +$62.3K ﹤0.01% 331
2025
Q3 		$248K Buy
554
+50
+10% +$24K ﹤0.01% 374
2025
Q2 		$274K Buy
+504
New +$264K ﹤0.01% 366
2013
Q4 		– Sell
-5,400
Closed -$226K – 265
2013
Q3 		$226K Buy
+5,400
New +$238K 0.01% 188

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

Haverford Trust Company's ISRG Position: Q1 2026 in Review

Haverford Trust Company increased its Intuitive Surgical (ISRG) stake by 1.8% in Q1 2026, buying an estimated $6.07K and bringing the position to 683 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Haverford Trust Company first reported a position in ISRG in Q3 2013 and has held it in 5 quarters since. The position peaked at $380K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Haverford Trust Company held 683 shares of Intuitive Surgical worth $315K as of Q1 2026.
  • Haverford Trust Company bought 12 Intuitive Surgical shares in Q1 2026, an estimated $6.07K.
  • Intuitive Surgical made up ﹤0.01% of Haverford Trust Company's portfolio in Q1 2026, its #357 holding.
  • Haverford Trust Company first reported a position in Intuitive Surgical in Q3 2013 and has held it in 5 quarters since.
  • Haverford Trust Company's Intuitive Surgical position peaked at $380K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.