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Legacy Capital Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Legacy Capital Wealth Partners’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 		$640K Buy
1,609
+77
+5% +$33.6K 0.12% 168
2026
Q1 		$706K Buy
1,532
+78
+5% +$39.5K 0.15% 149
2025
Q4 		$823K Buy
1,454
+26
+2% +$13.8K 0.18% 122
2025
Q3 		$639K Buy
1,428
+116
+9% +$55.7K 0.14% 162
2025
Q2 		$713K Sell
1,312
-80
-6% -$41.8K 0.16% 127
2025
Q1 		$689K Buy
1,392
+1
+0.1% +$553 0.17% 127
2024
Q4 		$726K Sell
1,391
-445
-24% -$232K 0.18% 118
2024
Q3 		$902K Buy
1,836
+913
+99% +$425K 0.18% 111
2024
Q2 		$411K Buy
+923
New +$368K 0.1% 190
2024
Q1 		– Sell
-814
Closed -$275K – 224
2023
Q4 		$275K Buy
+814
New +$243K 0.08% 232

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 Wealth Partners's ISRG Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Intuitive Surgical (ISRG) stake by 5% in Q2 2026, buying an estimated $33.6K and bringing the position to 1,609 shares worth $640K. The position accounts for 0.12% of the portfolio, ranked #168.

Legacy Capital Wealth Partners first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $902K in Q3 2024. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Legacy Capital Wealth Partners held 1,609 shares of Intuitive Surgical worth $640K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 77 Intuitive Surgical shares in Q2 2026, an estimated $33.6K.
  • Intuitive Surgical made up 0.12% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #168 holding.
  • Legacy Capital Wealth Partners first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
  • Legacy Capital Wealth Partners's Intuitive Surgical position peaked at $902K in Q3 2024.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.