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Whitney & Co’s Intuitive Surgical ISRG Stock Holding History

Whitney & Co’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 		$1.03M Buy
2,583
+41
+2% +$17.9K 0.08% 101
2026
Q1 		$1.17M Buy
2,542
+25
+1% +$12.6K 0.1% 90
2025
Q4 		$1.43M Buy
2,517
+1,928
+327% +$1.03M 0.11% 90
2025
Q3 		$263K Buy
589
+2
+0.3% +$960 0.02% 120
2025
Q2 		$319K Sell
587
-173
-23% -$90.5K 0.03% 109
2025
Q1 		$376K Buy
760
+169
+29% +$93.5K 0.04% 99
2024
Q4 		$308K Hold
591
– – 0.03% 103
2024
Q3 		$290K Hold
591
– – 0.03% 106
2024
Q2 		$263K Hold
591
– – 0.03% 107
2024
Q1 		$236K Buy
+591
New +$223K 0.03% 121
2023
Q3 		– Sell
-597
Closed -$204K – 124
2023
Q2 		$204K Buy
+597
New +$181K 0.03% 118
2018
Q4 		– Sell
-450
Closed -$81K – 270
2018
Q3 		$81K Hold
450
– – 0.02% 152
2018
Q2 		$72K Hold
450
– – 0.02% 145
2018
Q1 		$62K Buy
+450
New +$62.8K 0.02% 164

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Whitney & Co's ISRG Position: Q2 2026 in Review

Whitney & Co increased its Intuitive Surgical (ISRG) stake by 1.6% in Q2 2026, buying an estimated $17.9K and bringing the position to 2,583 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #101.

Whitney & Co first reported a position in ISRG in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.43M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Whitney & Co held 2,583 shares of Intuitive Surgical worth $1.03M as of Q2 2026.
  • Whitney & Co bought 41 Intuitive Surgical shares in Q2 2026, an estimated $17.9K.
  • Intuitive Surgical made up 0.08% of Whitney & Co's portfolio in Q2 2026, its #101 holding.
  • Whitney & Co first reported a position in Intuitive Surgical in Q1 2018 and has held it in 14 quarters since.
  • Whitney & Co's Intuitive Surgical position peaked at $1.43M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.