Legacy Advisors’s Intuitive Surgical ISRG Stock Holding History

Legacy 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 Q3	$1.29M	Sell	3,183 -191	-6%	-$72.9K	0.12%	88
2026 Q2	$1.34M	Buy	3,374 +137	+4%	+$59.9K	0.13%	98
2026 Q1	$1.49M	Sell	3,237 -1	-0%	-$506	0.18%	71
2025 Q4	$1.83M	Buy	3,238 +177	+6%	+$94.2K	0.2%	64
2025 Q3	$1.37M	Buy	+3,061	New	+$1.47M	0.17%	81
2025 Q1	$2.09M	Sell	4,223 -623	-13%	-$345K	0.22%	85
2024 Q4	$2.53M	Buy	4,846 +492	+11%	+$256K	0.25%	68
2024 Q3	$2.14M	Buy	4,354 +3,463	+389%	+$1.61M	0.23%	78
2024 Q2	$396K	Sell	891 -249	-22%	-$99.2K	0.05%	226
2024 Q1	$455K	Buy	+1,140	New	+$431K	0.06%	214

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Advisors's ISRG Position: Q3 2026 in Review

Legacy Advisors reduced its Intuitive Surgical (ISRG) stake by 5.7% in Q3 2026, selling an estimated $72.9K and leaving 3,183 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #88.

Legacy Advisors first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.53M in Q4 2024. 576 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Legacy Advisors held 3,183 shares of Intuitive Surgical worth $1.29M as of Q3 2026.
Legacy Advisors sold 191 Intuitive Surgical shares in Q3 2026, an estimated $72.9K.
Intuitive Surgical made up 0.12% of Legacy Advisors's portfolio in Q3 2026, its #88 holding.
Legacy Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
Legacy Advisors's Intuitive Surgical position peaked at $2.53M in Q4 2024.
576 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.