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

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lee Johnson Capital Management's ISRG Position: Q3 2025 in Review

Lee Johnson Capital Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 1,375 shares — an estimated $747K sold.

Lee Johnson Capital Management first reported a position in ISRG in Q4 2021 and held it in 6 quarters. The position peaked at $4.35M in Q4 2024. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Lee Johnson Capital Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
Lee Johnson Capital Management sold 1,375 Intuitive Surgical shares in Q3 2025, an estimated $747K.
Lee Johnson Capital Management first reported a position in Intuitive Surgical in Q4 2021 and held it in 6 quarters.
Lee Johnson Capital Management's Intuitive Surgical position peaked at $4.35M in Q4 2024.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Lee Johnson Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.