Chevy Chase Trust Holdings, Inc.

SEC CIK: 0001462020
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Chevy Chase Trust Holdings, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overview All 13F holders of ISRG Full Q2 2026 holdings

Shares (Q2 2026): 302,036
Value: $120.1M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of ISRG by Chevy Chase Trust Holdings, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	302,036	$120.1M	0.3%	−28,715−8.7%	Reduced	Holders
Q1 2026	330,751	$152.5M	0.4%	−16,654−4.8%	Reduced	Holders
Q4 2025	347,405	$196.8M	0.5%	−4,789−1.4%	Reduced	Holders
Q3 2025	352,194	$157.5M	0.4%	−19,054−5.1%	Reduced	Holders
Q2 2025	371,248	$201.7M	0.6%	+1,318+0.4%	Added	Holders
Q1 2025	369,930	$183.2M	0.6%	−18,514−4.8%	Reduced	Holders
Q4 2024	388,444	$202.8M	0.6%	−13,735−3.4%	Reduced	Holders
Q3 2024	402,179	$197.6M	0.6%	−4,778−1.2%	Reduced	Holders
Q2 2024	406,957	$181.0M	0.6%	−1,233−0.3%	Reduced	Holders
Q1 2024	408,190	$162.9M	0.5%	+700.0%	Added	Holders
Q4 2023	408,120	$137.7M	0.5%	−2,667−0.6%	Reduced	Holders
Q3 2023	410,787	$120.1M	0.5%	+2,856+0.7%	Added	Holders
Q2 2023	407,931	$139.5M	0.5%	+2,905+0.7%	Added	Holders
Q1 2023	405,026	$103.5M	0.4%	−21,915−5.1%	Reduced	Holders
Q4 2022	426,941	$113.3M	0.5%	−18,150−4.1%	Reduced	Holders
Q3 2022	445,091	$83.4M	0.4%	−71,660−13.9%	Reduced	Holders
Q2 2022	516,751	$103.7M	0.4%	−50,725−8.9%	Reduced	Holders
Q1 2022	567,476	$171.2M	0.6%	−5,545−1.0%	Reduced	Holders
Q4 2021	573,021	$205.9M	0.7%	00.0%	UnchangedConverted for a 3-for-1 split	Holders
Q3 2021	190,748	$189.6M	0.7%	−3,453−1.8%	Reduced	Holders
Q2 2021	194,201	$178.6M	0.6%	−5,075−2.5%	Reduced	Holders
Q1 2021	199,276	$147.3M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.