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J. Derek Lewis & Associates’s Intuitive Surgical ISRG Stock Holding History

J. Derek Lewis & Associates’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 		$1.99M Hold
4,999
– – 0.38% 38
2026
Q1 		$2.3M Sell
4,999
-232
-4% -$117K 0.52% 34
2025
Q4 		$2.96M Buy
+5,231
New +$2.78M 0.69% 29

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

J. Derek Lewis & Associates's ISRG Position: Q2 2026 in Review

J. Derek Lewis & Associates held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 4,999 shares worth $1.99M. The position accounts for 0.38% of the portfolio, ranked #38.

J. Derek Lewis & Associates first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.96M in Q4 2025. 1,330 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • J. Derek Lewis & Associates held 4,999 shares of Intuitive Surgical worth $1.99M as of Q2 2026.
  • J. Derek Lewis & Associates left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.38% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #38 holding.
  • J. Derek Lewis & Associates first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Intuitive Surgical position peaked at $2.96M in Q4 2025.
  • 1,330 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.