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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
Q2 		– Sell
-683
Closed -$315K – 432
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 $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 $3.38T AUM 44.17% 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

Haverford Trust Company's ISRG Position: Q2 2026 in Review

Haverford Trust Company sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 683 shares — an estimated $315K sold.

Haverford Trust Company first reported a position in ISRG in Q3 2013 and held it in 5 quarters. The position peaked at $380K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Haverford Trust Company reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Haverford Trust Company sold 683 Intuitive Surgical shares in Q2 2026, an estimated $315K.
  • Haverford Trust Company first reported a position in Intuitive Surgical in Q3 2013 and held it in 5 quarters.
  • Haverford Trust Company's Intuitive Surgical position peaked at $380K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.