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Laird Norton Wetherby Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Laird Norton Wetherby Wealth Management’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
2021
Q1 		– Sell
-600
Closed -$164K – 840
2020
Q4 		$164K Buy
+600
New +$149K 0.01% 845

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ISRG Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Intuitive Surgical (ISRG) stake by 1.3% in Q3 2025, buying an estimated $39.4K and bringing the position to 6,423 shares worth $2.87M. The position accounts for 0.12% of the portfolio, ranked #161.

Laird Norton Wetherby Wealth Management first reported a position in ISRG in Q1 2016 and has held it in 36 quarters since. The position peaked at $3.45M in Q2 2025. 2,110 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 6,423 shares of Intuitive Surgical worth $2.87M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 82 Intuitive Surgical shares in Q3 2025, an estimated $39.4K.
  • Intuitive Surgical made up 0.12% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #161 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Intuitive Surgical in Q1 2016 and has held it in 36 quarters since.
  • Laird Norton Wetherby Wealth Management's Intuitive Surgical position peaked at $3.45M in Q2 2025.
  • 2,110 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.