Philadelphia Trust Company’s Intuitive Surgical ISRG Stock Holding History

Philadelphia 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	$7.32M	Buy	18,396 +3,272	+22%	+$1.43M	0.47%	44
2026 Q1	$6.97M	Buy	15,124 +2,172	+17%	+$1.1M	0.49%	45
2025 Q4	$7.33M	Buy	+12,952	New	+$6.9M	0.51%	38
2022 Q2	–	Sell	-8,791	Closed	-$2.65M	–	232
2022 Q1	$2.65M	Sell	8,791 -192	-2%	-$56.1K	0.21%	88
2021 Q4	$3.23M	Sell	8,983 -284	-3%	-$97.7K	0.23%	77
2021 Q3	$3.07M	Buy	9,267 +18	+0.2%	+$6.04K	0.23%	76
2021 Q2	$2.83M	Sell	9,249 -123	-1%	-$34.5K	0.2%	85
2021 Q1	$2.31M	Sell	9,372 -207	-2%	-$52.1K	0.18%	91
2020 Q4	$2.61M	Buy	9,579 +240	+3%	+$59.6K	0.21%	81
2020 Q3	$2.21M	Sell	9,339 -285	-3%	-$64K	0.21%	77
2020 Q2	$1.83M	Buy	+9,624	New	+$1.73M	0.19%	80

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Philadelphia Trust Company increased its Intuitive Surgical (ISRG) stake by 22% in Q2 2026, buying an estimated $1.43M and bringing the position to 18,396 shares worth $7.32M. The position accounts for 0.47% of the portfolio, ranked #44.

Philadelphia Trust Company first reported a position in ISRG in Q2 2020 and has held it in 11 quarters since. The position peaked at $7.33M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Philadelphia Trust Company held 18,396 shares of Intuitive Surgical worth $7.32M as of Q2 2026.
Philadelphia Trust Company bought 3,272 Intuitive Surgical shares in Q2 2026, an estimated $1.43M.
Intuitive Surgical made up 0.47% of Philadelphia Trust Company's portfolio in Q2 2026, its #44 holding.
Philadelphia Trust Company first reported a position in Intuitive Surgical in Q2 2020 and has held it in 11 quarters since.
Philadelphia Trust Company's Intuitive Surgical position peaked at $7.33M in Q4 2025.
2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Philadelphia Trust Company's 13F filing for Q2 2026, filed 10 Aug 2026.