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Lebenthal Global Advisors’s Intuitive Surgical ISRG Stock Holding History

Lebenthal Global Advisors’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
2025
Q3 		– Sell
-2,827
Closed -$1.54M – 203
2025
Q2 		$1.54M Buy
2,827
+99
+4% +$51.8K 0.29% 57
2025
Q1 		$1.35M Sell
2,728
-130
-5% -$71.9K 0.25% 50
2024
Q4 		$1.49M Buy
2,858
+311
+12% +$162K 0.27% 59
2024
Q3 		$1.25M Buy
2,547
+218
+9% +$101K 0.25% 55
2024
Q2 		$1.04M Buy
2,329
+58
+3% +$23.1K 0.23% 61
2024
Q1 		$906K Buy
2,271
+195
+9% +$73.7K 0.2% 59
2023
Q4 		$700K Buy
+2,076
New +$619K 0.16% 79
2022
Q4 		– Sell
-1,355
Closed -$253K – 136
2022
Q3 		$253K Sell
1,355
-56
-4% -$12K 0.12% 99
2022
Q2 		$283K Buy
1,411
+48
+4% +$11.3K 0.14% 106
2022
Q1 		$411K Buy
1,363
+126
+10% +$36.8K 0.18% 95
2021
Q4 		$444K Buy
+1,237
New +$426K 0.18% 91
2021
Q1 		– Sell
-60
Closed -$16K – 335
2020
Q4 		$16K Buy
+60
New +$14.9K 0.01% 403

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lebenthal Global Advisors's ISRG Position: Q3 2025 in Review

Lebenthal Global Advisors sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 2,827 shares — an estimated $1.54M sold.

Lebenthal Global Advisors first reported a position in ISRG in Q4 2020 and held it in 12 quarters. The position peaked at $1.54M in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Lebenthal Global Advisors reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,827 Intuitive Surgical shares in Q3 2025, an estimated $1.54M.
  • Lebenthal Global Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 12 quarters.
  • Lebenthal Global Advisors's Intuitive Surgical position peaked at $1.54M in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Lebenthal Global Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.