WhitTier Trust Company’s Intuitive Surgical ISRG Stock Holding History

WhitTier 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	$23.1M	Buy	50,950 +2,438	+5%	+$1.23M	0.47%	48
2025 Q4	$28.8M	Sell	48,512 -581	-1%	-$309K	0.6%	36
2025 Q3	$22.2M	Buy	49,093 +3,964	+9%	+$1.9M	0.47%	48
2025 Q2	$24.5M	Buy	45,129 +10,555	+31%	+$5.52M	0.56%	39
2025 Q1	$17.1M	Buy	34,574 +768	+2%	+$425K	0.43%	54
2024 Q4	$17.6M	Buy	33,806 +10,626	+46%	+$5.53M	0.43%	54
2024 Q3	$11.4M	Buy	23,180 +14,172	+157%	+$6.6M	0.29%	79
2024 Q2	$4.01M	Buy	9,008 +140	+2%	+$55.8K	0.11%	156
2024 Q1	$3.54M	Buy	8,868 +509	+6%	+$192K	0.1%	172
2023 Q4	$2.82M	Sell	8,359 -10	-0.1%	-$2.98K	0.09%	182
2023 Q3	$2.45M	Hold	8,369	–	–	0.09%	183
2023 Q2	$2.86M	Buy	8,369 +141	+2%	+$42.7K	0.1%	171
2023 Q1	$2.1M	Buy	8,228 +30	+0.4%	+$7.39K	0.08%	204
2022 Q4	$2.18M	Buy	8,198 +12	+0.1%	+$2.93K	0.09%	188
2022 Q3	$1.53M	Sell	8,186 -125	-2%	-$26.8K	0.07%	224
2022 Q2	$1.67M	Hold	8,311	–	–	0.07%	218
2022 Q1	$2.51M	Buy	8,311 +22	+0.3%	+$6.43K	0.09%	182
2021 Q4	$2.98M	Buy	8,289 +141	+2%	+$48.5K	0.11%	165
2021 Q3	$2.7M	Hold	8,148	–	–	0.11%	160
2021 Q2	$2.5M	Hold	8,148	–	–	0.1%	166
2021 Q1	$2.01M	Sell	8,148 -675	-8%	-$170K	0.09%	186
2020 Q4	$2.41M	Buy	8,823 +90	+1%	+$22.3K	0.12%	150
2020 Q3	$2.07M	Hold	8,733	–	–	0.12%	152
2020 Q2	$1.66M	Sell	8,733 -30	-0.3%	-$5.38K	0.1%	162
2020 Q1	$1.45M	Hold	8,763	–	–	0.11%	160
2019 Q4	$1.73M	Hold	8,763	–	–	0.11%	157
2019 Q3	$1.58M	Hold	8,763	–	–	0.11%	158
2019 Q2	$1.53M	Hold	8,763	–	–	0.11%	161
2019 Q1	$1.67M	Hold	8,763	–	–	0.12%	150
2018 Q4	$1.4M	Hold	8,763	–	–	0.12%	156
2018 Q3	$1.68M	Buy	8,763 +150	+2%	+$26.6K	0.12%	152
2018 Q2	$1.37M	Buy	8,613 +900	+12%	+$137K	0.11%	166
2018 Q1	$1.06M	Hold	7,713	–	–	0.09%	185
2017 Q4	$938K	Sell	7,713 -900	-10%	-$113K	0.08%	203
2017 Q3	$1M	Hold	8,613	–	–	0.09%	189
2017 Q2	$895K	Hold	8,613	–	–	0.09%	194
2017 Q1	$733K	Hold	8,613	–	–	0.07%	214
2016 Q4	$607K	Sell	8,613 -225	-3%	-$16.5K	0.06%	216
2016 Q3	$711K	Hold	8,838	–	–	0.08%	203
2016 Q2	$650K	Hold	8,838	–	–	0.07%	213
2016 Q1	$591K	Hold	8,838	–	–	0.07%	221
2015 Q4	$537K	Buy	8,838 +180	+2%	+$10.1K	0.06%	231
2015 Q3	$442K	Hold	8,658	–	–	0.05%	248
2015 Q2	$466K	Hold	8,658	–	–	0.05%	255
2015 Q1	$486K	Hold	8,658	–	–	0.05%	250
2014 Q4	$509K	Hold	8,658	–	–	0.06%	251
2014 Q3	$445K	Hold	8,658	–	–	0.05%	264
2014 Q2	$397K	Hold	8,658	–	–	0.04%	264
2014 Q1	$421K	Hold	8,658	–	–	0.05%	253
2013 Q4	$369K	Hold	8,658	–	–	0.04%	264
2013 Q3	$362K	Hold	8,658	–	–	0.05%	254
2013 Q2	$486K	Buy	+8,658	New	+$477K	0.07%	212

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

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

WhitTier Trust Company increased its Intuitive Surgical (ISRG) stake by 5% in Q1 2026, buying an estimated $1.23M and bringing the position to 50,950 shares worth $23.1M. The position accounts for 0.47% of the portfolio, ranked #48.

WhitTier Trust Company first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.8M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

WhitTier Trust Company held 50,950 shares of Intuitive Surgical worth $23.1M as of Q1 2026.
WhitTier Trust Company bought 2,438 Intuitive Surgical shares in Q1 2026, an estimated $1.23M.
Intuitive Surgical made up 0.47% of WhitTier Trust Company's portfolio in Q1 2026, its #48 holding.
WhitTier Trust Company first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
WhitTier Trust Company's Intuitive Surgical position peaked at $28.8M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.