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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
Q2 		$235K Buy
+591
New +$258K 0.03% 257
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lake Street Private Wealth's ISRG Position: Q2 2026 in Review

Lake Street Private Wealth opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 591 shares worth $235K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings. This is a return to the name: Lake Street Private Wealth previously reported a position in ISRG as recently as Q4 2025.

Lake Street Private Wealth first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.4M in Q1 2024. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Lake Street Private Wealth held 591 shares of Intuitive Surgical worth $235K as of Q2 2026.
  • Intuitive Surgical was a new Lake Street Private Wealth position in Q2 2026.
  • Intuitive Surgical made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #257 holding.
  • Lake Street Private Wealth first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
  • Lake Street Private Wealth's Intuitive Surgical position peaked at $2.4M in Q1 2024.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.