LJCM
ISRG icon

Lee Johnson Capital Management’s Intuitive Surgical ISRG Stock Holding History

Lee Johnson Capital Management’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
-1,375
Closed -$747K – 100
2025
Q2 		$747K Sell
1,375
-7,365
-84% -$3.85M 0.26% 51
2025
Q1 		$4.33M Buy
8,740
+411
+5% +$227K 2.29% 9
2024
Q4 		$4.35M Buy
8,329
+151
+2% +$78.6K 2.29% 17
2024
Q3 		$4.02M Buy
+8,178
New +$3.81M 2.07% 15
2022
Q2 		– Sell
-7,223
Closed -$2.18M – 47
2022
Q1 		$2.18M Buy
7,223
+2,510
+53% +$733K 1.94% 16
2021
Q4 		$1.69M Buy
+4,713
New +$1.62M 1.39% 26

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return