Whittier Trust’s Intuitive Surgical ISRG Stock Holding History

Whittier Trust’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	$50.3M	Buy	111,103 +7,037	+7%	+$3.56M	0.57%	42
2025 Q4	$61.7M	Buy	104,066 +3,973	+4%	+$2.12M	0.67%	31
2025 Q3	$45.3M	Buy	100,093 +7,128	+8%	+$3.42M	0.52%	43
2025 Q2	$50.5M	Buy	92,965 +27,439	+42%	+$14.3M	0.61%	34
2025 Q1	$32.5M	Buy	65,526 +1,735	+3%	+$959K	0.45%	51
2024 Q4	$33.3M	Buy	63,791 +21,242	+50%	+$11.1M	0.44%	48
2024 Q3	$20.9M	Buy	42,549 +33,326	+361%	+$15.5M	0.28%	77
2024 Q2	$4.1M	Buy	9,223 +57	+0.6%	+$22.7K	0.06%	212
2024 Q1	$3.66M	Buy	9,166 +229	+3%	+$86.5K	0.05%	224
2023 Q4	$3.01M	Sell	8,937 -36	-0.4%	-$10.7K	0.05%	235
2023 Q3	$2.62M	Buy	8,973 +3	+0%	+$937	0.05%	243
2023 Q2	$3.07M	Sell	8,970 -125	-1%	-$37.8K	0.05%	237
2023 Q1	$2.32M	Sell	9,095 -6	-0.1%	-$1.48K	0.04%	256
2022 Q4	$2.41M	Sell	9,101 -290	-3%	-$70.7K	0.05%	254
2022 Q3	$1.76M	Buy	9,391 +522	+6%	+$112K	0.04%	273
2022 Q2	$1.78M	Sell	8,869 -2	-0%	-$469	0.04%	282
2022 Q1	$2.68M	Buy	8,871 +117	+1%	+$34.2K	0.05%	251
2021 Q4	$3.15M	Hold	8,754	–	–	0.05%	239
2021 Q3	$2.9M	Buy	8,754 +81	+0.9%	+$27.2K	0.05%	237
2021 Q2	$2.66M	Sell	8,673 -546	-6%	-$153K	0.05%	245
2021 Q1	$2.27M	Buy	9,219 +27	+0.3%	+$6.79K	0.04%	255
2020 Q4	$2.51M	Sell	9,192 -195	-2%	-$48.4K	0.05%	226
2020 Q3	$2.22M	Hold	9,387	–	–	0.05%	231
2020 Q2	$1.78M	Buy	9,387 +39	+0.4%	+$6.99K	0.05%	235
2020 Q1	$1.54M	Buy	9,348 +84	+0.9%	+$15.4K	0.05%	239
2019 Q4	$1.83M	Buy	9,264 +33	+0.4%	+$6.18K	0.05%	241
2019 Q3	$1.66M	Hold	9,231	–	–	0.05%	246
2019 Q2	$1.61M	Hold	9,231	–	–	0.05%	250
2019 Q1	$1.76M	Hold	9,231	–	–	0.05%	234
2018 Q4	$1.47M	Hold	9,231	–	–	0.05%	250
2018 Q3	$1.77M	Hold	9,231	–	–	0.06%	236
2018 Q2	$1.47M	Sell	9,231 -1,191	-11%	-$182K	0.05%	248
2018 Q1	$1.43M	Hold	10,422	–	–	0.05%	242
2017 Q4	$1.27M	Hold	10,422	–	–	0.04%	266
2017 Q3	$1.21M	Sell	10,422 -180	-2%	-$19.6K	0.04%	262
2017 Q2	$1.1M	Sell	10,602 -270	-2%	-$25.9K	0.04%	263
2017 Q1	$926K	Hold	10,872	–	–	0.04%	275
2016 Q4	$766K	Sell	10,872 -90	-0.8%	-$6.62K	0.03%	288
2016 Q3	$883K	Sell	10,962 -1,908	-15%	-$146K	0.04%	278
2016 Q2	$946K	Sell	12,870 -666	-5%	-$46.9K	0.04%	255
2016 Q1	$904K	Buy	13,536 +540	+4%	+$33.5K	0.04%	263
2015 Q4	$788K	Sell	12,996 -900	-6%	-$50.5K	0.04%	296
2015 Q3	$710K	Buy	13,896 +5,535	+66%	+$314K	0.03%	291
2015 Q2	$450K	Buy	8,361 +1,845	+28%	+$103K	0.02%	368
2015 Q1	$366K	Buy	6,516 +1,080	+20%	+$61.1K	0.02%	385
2014 Q4	$319K	Buy	5,436 +225	+4%	+$12.5K	0.02%	383
2014 Q3	$268K	Hold	5,211	–	–	0.01%	395
2014 Q2	$238K	Sell	5,211 -900	-15%	-$39.7K	0.01%	409
2014 Q1	$297K	Sell	6,111 -2,988	-33%	-$141K	0.02%	377
2013 Q4	$388K	Hold	9,099	–	–	0.02%	351
2013 Q3	$381K	Hold	9,099	–	–	0.02%	358
2013 Q2	$512K	Buy	+9,099	New	+$501K	0.03%	321

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's ISRG Position: Q1 2026 in Review

Whittier Trust increased its Intuitive Surgical (ISRG) stake by 6.8% in Q1 2026, buying an estimated $3.56M and bringing the position to 111,103 shares worth $50.3M. The position accounts for 0.57% of the portfolio, ranked #42.

Whittier Trust first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $61.7M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Whittier Trust held 111,103 shares of Intuitive Surgical worth $50.3M as of Q1 2026.
Whittier Trust bought 7,037 Intuitive Surgical shares in Q1 2026, an estimated $3.56M.
Intuitive Surgical made up 0.57% of Whittier Trust's portfolio in Q1 2026, its #42 holding.
Whittier Trust first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's Intuitive Surgical position peaked at $61.7M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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