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 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 Q2	–	Sell	-4,223	Closed	-$2.09M	–	200
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 $80.2B AUM 50.57% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Legacy Advisors's ISRG Position: Q2 2026 in Review

Legacy Advisors increased its Intuitive Surgical (ISRG) stake by 4.2% in Q2 2026, buying an estimated $59.9K and bringing the position to 3,374 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #98.

Legacy Advisors first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.53M in Q4 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Legacy Advisors held 3,374 shares of Intuitive Surgical worth $1.34M as of Q2 2026.
Legacy Advisors bought 137 Intuitive Surgical shares in Q2 2026, an estimated $59.9K.
Intuitive Surgical made up 0.13% of Legacy Advisors's portfolio in Q2 2026, its #98 holding.
Legacy Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
Legacy Advisors's Intuitive Surgical position peaked at $2.53M in Q4 2024.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.