Hemenway Trust Hemenway Trust’s Intuitive Surgical ISRG Stock Holding History

Hemenway Trust Hemenway 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	$298K	Sell	647 -5	-0.8%	-$2.53K	0.02%	105
2025 Q4	$369K	Sell	652 -10	-2%	-$5.32K	0.03%	93
2025 Q3	$296K	Sell	662 -2	-0.3%	-$960	0.02%	100
2025 Q2	$361K	Buy	664 +80	+14%	+$41.8K	0.03%	95
2025 Q1	$289K	Hold	584	–	–	0.02%	99
2024 Q4	$305K	Sell	584 -55	-9%	-$28.6K	0.02%	99
2024 Q3	$314K	Hold	639	–	–	0.02%	106
2024 Q2	$284K	Sell	639 -5	-0.8%	-$1.99K	0.02%	111
2024 Q1	$257K	Hold	644	–	–	0.02%	120
2023 Q4	$217K	Buy	+644	New	+$192K	0.02%	127
2023 Q3	–	Sell	-654	Closed	-$224K	–	134
2023 Q2	$224K	Buy	+654	New	+$198K	0.02%	128
2022 Q2	–	Sell	-678	Closed	-$205K	–	125
2022 Q1	$205K	Hold	678	–	–	0.02%	130
2021 Q4	$244K	Buy	678 +24	+4%	+$8.26K	0.02%	128
2021 Q3	$217K	Sell	654 -6	-0.9%	-$2.02K	0.02%	136
2021 Q2	$202K	Buy	+660	New	+$185K	0.02%	140

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

Hemenway Trust Hemenway Trust's ISRG Position: Q1 2026 in Review

Hemenway Trust Hemenway Trust reduced its Intuitive Surgical (ISRG) stake by 0.77% in Q1 2026, selling an estimated $2.53K and leaving 647 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #105.

Hemenway Trust Hemenway Trust first reported a position in ISRG in Q2 2021 and has held it in 15 quarters since. The position peaked at $369K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Hemenway Trust Hemenway Trust held 647 shares of Intuitive Surgical worth $298K as of Q1 2026.
Hemenway Trust Hemenway Trust sold 5 Intuitive Surgical shares in Q1 2026, an estimated $2.53K.
Intuitive Surgical made up 0.02% of Hemenway Trust Hemenway Trust's portfolio in Q1 2026, its #105 holding.
Hemenway Trust Hemenway Trust first reported a position in Intuitive Surgical in Q2 2021 and has held it in 15 quarters since.
Hemenway Trust Hemenway Trust's Intuitive Surgical position peaked at $369K in Q4 2025.
2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q1 2026, filed 7 May 2026.