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 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 $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

Philadelphia Trust Company's ISRG Position: Q1 2026 in Review

Philadelphia Trust Company increased its Intuitive Surgical (ISRG) stake by 17% in Q1 2026, buying an estimated $1.1M and bringing the position to 15,124 shares worth $6.97M. The position accounts for 0.49% of the portfolio, ranked #45.

Philadelphia Trust Company first reported a position in ISRG in Q2 2020 and has held it in 10 quarters since. The position peaked at $7.33M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Philadelphia Trust Company held 15,124 shares of Intuitive Surgical worth $6.97M as of Q1 2026.
Philadelphia Trust Company bought 2,172 Intuitive Surgical shares in Q1 2026, an estimated $1.1M.
Intuitive Surgical made up 0.49% of Philadelphia Trust Company's portfolio in Q1 2026, its #45 holding.
Philadelphia Trust Company first reported a position in Intuitive Surgical in Q2 2020 and has held it in 10 quarters since.
Philadelphia Trust Company's Intuitive Surgical position peaked at $7.33M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.