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Lake Street Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Lake Street Private Wealth’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 		– Sell
-516
Closed -$292K – 286
2025
Q4 		$292K Hold
516
– – 0.04% 227
2025
Q3 		$231K Buy
516
+100
+24% +$48K 0.03% 250
2025
Q2 		$226K Hold
416
– – 0.03% 237
2025
Q1 		$206K Sell
416
-20
-5% -$11.1K 0.03% 236
2024
Q4 		$228K Sell
436
-79
-15% -$41.1K 0.04% 220
2024
Q3 		$253K Sell
515
-4,094
-89% -$1.91M 0.04% 222
2024
Q2 		$2.05M Sell
4,609
-1,400
-23% -$558K 0.27% 88
2024
Q1 		$2.4M Buy
6,009
+2,082
+53% +$787K 0.33% 81
2023
Q4 		$1.32M Buy
3,927
+2,937
+297% +$875K 0.21% 113
2023
Q3 		$293K Buy
990
+50
+5% +$15.6K 0.05% 227
2023
Q2 		$321K Sell
940
-58
-6% -$17.5K 0.06% 219
2023
Q1 		$255K Sell
998
-433
-30% -$107K 0.05% 242
2022
Q4 		$380K Sell
1,431
-406
-22% -$99K 0.08% 201
2022
Q3 		$344K Buy
1,837
+128
+7% +$27.5K 0.08% 201
2022
Q2 		$343K Buy
1,709
+651
+62% +$153K 0.07% 217
2022
Q1 		$319K Buy
1,058
+369
+54% +$108K 0.06% 243
2021
Q4 		$248K Buy
+689
New +$237K 0.04% 285

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Private Wealth's ISRG Position: Q1 2026 in Review

Lake Street Private Wealth sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 516 shares — an estimated $292K sold.

Lake Street Private Wealth first reported a position in ISRG in Q4 2021 and held it in 17 quarters. The position peaked at $2.4M in Q1 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Lake Street Private Wealth reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Lake Street Private Wealth sold 516 Intuitive Surgical shares in Q1 2026, an estimated $292K.
  • Lake Street Private Wealth first reported a position in Intuitive Surgical in Q4 2021 and held it in 17 quarters.
  • Lake Street Private Wealth's Intuitive Surgical position peaked at $2.4M in Q1 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.