Laird Norton Wetherby Trust Company’s Intuitive Surgical ISRG Stock Holding History

Laird Norton Wetherby 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	$6.25M	Buy	13,561 +222	+2%	+$112K	0.14%	117
2025 Q4	$7.55M	Buy	+13,339	New	+$7.1M	0.16%	96
2022 Q1	–	Sell	-671	Closed	-$241K	–	204
2021 Q4	$241K	Sell	671 -22	-3%	-$7.57K	0.02%	169
2021 Q3	$229K	Buy	+693	New	+$233K	0.02%	166

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

Laird Norton Wetherby Trust Company's ISRG Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company increased its Intuitive Surgical (ISRG) stake by 1.7% in Q1 2026, buying an estimated $112K and bringing the position to 13,561 shares worth $6.25M. The position accounts for 0.14% of the portfolio, ranked #117.

Laird Norton Wetherby Trust Company first reported a position in ISRG in Q3 2021 and has held it in 4 quarters since. The position peaked at $7.55M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Laird Norton Wetherby Trust Company held 13,561 shares of Intuitive Surgical worth $6.25M as of Q1 2026.
Laird Norton Wetherby Trust Company bought 222 Intuitive Surgical shares in Q1 2026, an estimated $112K.
Intuitive Surgical made up 0.14% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #117 holding.
Laird Norton Wetherby Trust Company first reported a position in Intuitive Surgical in Q3 2021 and has held it in 4 quarters since.
Laird Norton Wetherby Trust Company's Intuitive Surgical position peaked at $7.55M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.