Welch & Forbes’s Intuitive Surgical ISRG Stock Holding History

Welch & Forbes’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	$3.67M	Sell	9,218 -65	-0.7%	-$28.4K	0.04%	148
2026 Q1	$4.28M	Sell	9,283 -28	-0.3%	-$14.2K	0.06%	132
2025 Q4	$5.27M	Sell	9,311 -73	-0.8%	-$38.9K	0.06%	123
2025 Q3	$4.2M	Sell	9,384 -50	-0.5%	-$24K	0.05%	136
2025 Q2	$5.13M	Sell	9,434 -137	-1%	-$71.6K	0.06%	124
2025 Q1	$4.74M	Sell	9,571 -125	-1%	-$69.1K	0.06%	130
2024 Q4	$5.06M	Sell	9,696 -94	-1%	-$49K	0.07%	128
2024 Q3	$4.81M	Sell	9,790 -50	-0.5%	-$23.3K	0.06%	131
2024 Q2	$4.36M	Sell	9,840 -18	-0.2%	-$7.17K	0.06%	131
2024 Q1	$3.93M	Sell	9,858 -47	-0.5%	-$17.8K	0.05%	142
2023 Q4	$3.34M	Sell	9,905 -55	-0.6%	-$16.4K	0.05%	146
2023 Q3	$2.91M	Buy	9,960 +6	+0.1%	+$1.87K	0.05%	150
2023 Q2	$3.4M	Sell	9,954 -386	-4%	-$117K	0.05%	145
2023 Q1	$2.64M	Sell	10,340 -291	-3%	-$71.7K	0.04%	160
2022 Q4	$2.82M	Buy	10,631 +184	+2%	+$44.9K	0.05%	156
2022 Q3	$1.96M	Buy	10,447 +57	+0.5%	+$12.2K	0.04%	179
2022 Q2	$2.08M	Hold	10,390	–	–	0.04%	176
2022 Q1	$3.13M	Buy	10,390 +6,754	+186%	+$1.97M	0.05%	153
2021 Q4	$1.31M	Buy	3,636 +6	+0.2%	+$2.06K	0.02%	214
2021 Q3	$1.2M	Sell	3,630 -60	-2%	-$20.1K	0.02%	215
2021 Q2	$1.13M	Hold	3,690	–	–	0.02%	218
2021 Q1	$909K	Hold	3,690	–	–	0.02%	223
2020 Q4	$1.01M	Hold	3,690	–	–	0.02%	214
2020 Q3	$873K	Hold	3,690	–	–	0.02%	211
2020 Q2	$701K	Sell	3,690 -135	-4%	-$24.2K	0.02%	218
2020 Q1	$631K	Hold	3,825	–	–	0.02%	219
2019 Q4	$753K	Hold	3,825	–	–	0.02%	225
2019 Q3	$688K	Hold	3,825	–	–	0.02%	231
2019 Q2	$668K	Hold	3,825	–	–	0.02%	237
2019 Q1	$728K	Hold	3,825	–	–	0.02%	221
2018 Q4	$610K	Hold	3,825	–	–	0.02%	226
2018 Q3	$732K	Sell	3,825 -18	-0.5%	-$3.2K	0.02%	219
2018 Q2	$613K	Hold	3,843	–	–	0.02%	235
2018 Q1	$529K	Buy	3,843 +18	+0.5%	+$2.51K	0.01%	243
2017 Q4	$466K	Hold	3,825	–	–	0.01%	252
2017 Q3	$445K	Hold	3,825	–	–	0.01%	255
2017 Q2	$397K	Hold	3,825	–	–	0.01%	267
2017 Q1	$326K	Hold	3,825	–	–	0.01%	278
2016 Q4	$269K	Hold	3,825	–	–	0.01%	299
2016 Q3	$308K	Hold	3,825	–	–	0.01%	250
2016 Q2	$281K	Hold	3,825	–	–	0.01%	288
2016 Q1	$255K	Hold	3,825	–	–	0.01%	299
2015 Q4	$232K	Buy	+3,825	New	+$215K	0.01%	299
2015 Q3	–	Sell	-4,275	Closed	-$230K	–	334
2015 Q2	$230K	Buy	4,275 +540	+14%	+$30.2K	0.01%	314
2015 Q1	$210K	Sell	3,735 -225	-6%	-$12.7K	0.01%	317
2014 Q4	$233K	Buy	+3,960	New	+$221K	0.01%	321

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

Welch & Forbes's ISRG Position: Q2 2026 in Review

Welch & Forbes reduced its Intuitive Surgical (ISRG) stake by 0.7% in Q2 2026, selling an estimated $28.4K and leaving 9,218 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #148.

Welch & Forbes first reported a position in ISRG in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.27M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Welch & Forbes held 9,218 shares of Intuitive Surgical worth $3.67M as of Q2 2026.
Welch & Forbes sold 65 Intuitive Surgical shares in Q2 2026, an estimated $28.4K.
Intuitive Surgical made up 0.04% of Welch & Forbes's portfolio in Q2 2026, its #148 holding.
Welch & Forbes first reported a position in Intuitive Surgical in Q4 2014 and has held it in 46 quarters since.
Welch & Forbes's Intuitive Surgical position peaked at $5.27M in Q4 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.