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 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 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

Whitney & Co's ISRG Position: Q1 2026 in Review

Whitney & Co increased its Intuitive Surgical (ISRG) stake by 0.99% in Q1 2026, buying an estimated $12.6K and bringing the position to 2,542 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #90.

Whitney & Co first reported a position in ISRG in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.43M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Whitney & Co held 2,542 shares of Intuitive Surgical worth $1.17M as of Q1 2026.
Whitney & Co bought 25 Intuitive Surgical shares in Q1 2026, an estimated $12.6K.
Intuitive Surgical made up 0.1% of Whitney & Co's portfolio in Q1 2026, its #90 holding.
Whitney & Co first reported a position in Intuitive Surgical in Q1 2018 and has held it in 13 quarters since.
Whitney & Co's Intuitive Surgical position peaked at $1.43M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Whitney & Co's 13F filing for Q1 2026, filed 5 May 2026.