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Legacy Capital Group California’s Intuitive Surgical ISRG Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-901
Closed -$403K – 349
2025
Q3 		$403K Sell
901
-9
-1% -$4.32K 0.1% 238
2025
Q2 		$495K Buy
+910
New +$476K 0.14% 187

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Capital Group California's ISRG Position: Q4 2025 in Review

Legacy Capital Group California sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 901 shares — an estimated $403K sold.

Legacy Capital Group California first reported a position in ISRG in Q2 2025 and held it in 2 quarters. The position peaked at $495K in Q2 2025. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Legacy Capital Group California reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 901 Intuitive Surgical shares in Q4 2025, an estimated $403K.
  • Legacy Capital Group California first reported a position in Intuitive Surgical in Q2 2025 and held it in 2 quarters.
  • Legacy Capital Group California's Intuitive Surgical position peaked at $495K in Q2 2025.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Legacy Capital Group California's 13F filing for Q4 2025, filed 28 Jan 2026.