Legacy Bridge’s Intuitive Surgical ISRG Stock Holding History

Legacy Bridge’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 Q1	$1.92M	Buy	4,157 +45	+1%	+$22.8K	0.73%	41
2025 Q4	$2.33M	Buy	4,112 +78	+2%	+$41.5K	0.95%	27
2025 Q3	$1.8M	Sell	4,034 -56	-1%	-$26.9K	0.75%	42
2025 Q2	$2.22M	Hold	4,090	–	–	1.05%	25
2025 Q1	$2.03M	Buy	4,090 +160	+4%	+$88.5K	1.13%	18
2024 Q4	$2.05M	Hold	3,930	–	–	1.07%	22
2024 Q3	$1.93M	Sell	3,930 -5	-0.1%	-$2.33K	1.04%	24
2024 Q2	$1.75M	Hold	3,935	–	–	1.03%	29
2024 Q1	$1.57M	Buy	3,935 +53	+1%	+$20K	0.92%	36
2023 Q4	$1.31M	Sell	3,882 -75	-2%	-$22.4K	0.85%	44
2023 Q3	$1.16M	Buy	3,957 +3,697	+1,422%	+$1.15M	0.82%	45
2023 Q2	$88.9K	Buy	+260	New	+$78.7K	0.06%	175

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Bridge's ISRG Position: Q1 2026 in Review

Legacy Bridge increased its Intuitive Surgical (ISRG) stake by 1.1% in Q1 2026, buying an estimated $22.8K and bringing the position to 4,157 shares worth $1.92M. The position accounts for 0.73% of the portfolio, ranked #41.

Legacy Bridge first reported a position in ISRG in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.33M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Legacy Bridge held 4,157 shares of Intuitive Surgical worth $1.92M as of Q1 2026.
Legacy Bridge bought 45 Intuitive Surgical shares in Q1 2026, an estimated $22.8K.
Intuitive Surgical made up 0.73% of Legacy Bridge's portfolio in Q1 2026, its #41 holding.
Legacy Bridge first reported a position in Intuitive Surgical in Q2 2023 and has held it in 12 quarters since.
Legacy Bridge's Intuitive Surgical position peaked at $2.33M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.