Ledgewood Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Ledgewood Wealth 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
2026 Q2	$378K	Hold	950	–	–	0.2%	53
2026 Q1	$438K	Hold	950	–	–	0.25%	48
2025 Q4	$538K	Hold	950	–	–	0.31%	45
2025 Q3	$425K	Hold	950	–	–	0.25%	50
2025 Q2	$516K	Hold	950	–	–	0.33%	39
2025 Q1	$471K	Hold	950	–	–	0.3%	42
2024 Q4	$496K	Hold	950	–	–	0.32%	42
2024 Q3	$467K	Buy	950 +50	+6%	+$23.3K	0.31%	40
2024 Q2	$400K	Hold	900	–	–	0.35%	38
2024 Q1	$359K	Hold	900	–	–	0.33%	43
2023 Q4	$304K	Buy	+900	New	+$268K	0.28%	46

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Ledgewood Wealth Advisors's ISRG Position: Q2 2026 in Review

Ledgewood Wealth Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 950 shares worth $378K. The position accounts for 0.2% of the portfolio, ranked #53.

Ledgewood Wealth Advisors first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $538K in Q4 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Ledgewood Wealth Advisors held 950 shares of Intuitive Surgical worth $378K as of Q2 2026.
Ledgewood Wealth Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.2% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Ledgewood Wealth Advisors first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's Intuitive Surgical position peaked at $538K in Q4 2025.
331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.