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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
Q2 		$5.12M Sell
12,875
-686
-5% -$300K 0.1% 155
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
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

Laird Norton Wetherby Trust Company's ISRG Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Intuitive Surgical (ISRG) stake by 5.1% in Q2 2026, selling an estimated $300K and leaving 12,875 shares worth $5.12M. The position accounts for 0.1% of the portfolio, ranked #155.

Laird Norton Wetherby Trust Company first reported a position in ISRG in Q3 2021 and has held it in 5 quarters since. The position peaked at $7.55M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 12,875 shares of Intuitive Surgical worth $5.12M as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 686 Intuitive Surgical shares in Q2 2026, an estimated $300K.
  • Intuitive Surgical made up 0.1% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #155 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Intuitive Surgical in Q3 2021 and has held it in 5 quarters since.
  • Laird Norton Wetherby Trust Company's Intuitive Surgical position peaked at $7.55M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.