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Washington Trust Advisors’s Intuitive Surgical ISRG Stock Holding History

Washington Trust Advisors’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 		$7.82M Sell
16,966
-462
-3% -$234K 0.63% 43
2025
Q4 		$9.87M Sell
17,428
-295
-2% -$157K 0.75% 34
2025
Q3 		$7.93M Sell
17,723
-215
-1% -$103K 0.6% 46
2025
Q2 		$9.75M Buy
17,938
+25
+0.1% +$13.1K 0.79% 33
2025
Q1 		$8.87M Sell
17,913
-1,374
-7% -$760K 0.79% 35
2024
Q4 		$10.1M Sell
19,287
-674
-3% -$351K 0.84% 31
2024
Q3 		$9.81M Sell
19,961
-753
-4% -$351K 0.84% 34
2024
Q2 		$9.21M Sell
20,714
-1,489
-7% -$593K 0.85% 34
2024
Q1 		$8.86M Sell
22,203
-801
-3% -$303K 0.81% 38
2023
Q4 		$7.76M Sell
23,004
-223
-1% -$66.5K 0.74% 38
2023
Q3 		$6.79M Sell
23,227
-863
-4% -$270K 0.7% 42
2023
Q2 		$8.24M Sell
24,090
-124
-0.5% -$37.5K 0.8% 39
2023
Q1 		$6.19M Buy
24,214
+98
+0.4% +$24.1K 0.63% 45
2022
Q4 		$6.4M Sell
24,116
-925
-4% -$226K 0.7% 40
2022
Q3 		$4.69M Buy
25,041
+17
+0.1% +$3.65K 0.44% 57
2022
Q2 		$5.02M Buy
25,024
+5,147
+26% +$1.21M 0.44% 56
2022
Q1 		$6M Buy
19,877
+870
+5% +$254K 0.43% 57
2021
Q4 		$6.83M Buy
+19,007
New +$6.54M 0.46% 55

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Washington Trust Advisors's ISRG Position: Q1 2026 in Review

Washington Trust Advisors reduced its Intuitive Surgical (ISRG) stake by 2.7% in Q1 2026, selling an estimated $234K and leaving 16,966 shares worth $7.82M. The position accounts for 0.63% of the portfolio, ranked #43.

Washington Trust Advisors first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Washington Trust Advisors held 16,966 shares of Intuitive Surgical worth $7.82M as of Q1 2026.
  • Washington Trust Advisors sold 462 Intuitive Surgical shares in Q1 2026, an estimated $234K.
  • Intuitive Surgical made up 0.63% of Washington Trust Advisors's portfolio in Q1 2026, its #43 holding.
  • Washington Trust Advisors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's Intuitive Surgical position peaked at $10.1M in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.