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 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 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 Capital Wealth Partners's ISRG Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Intuitive Surgical (ISRG) stake by 5.4% in Q1 2026, buying an estimated $39.5K and bringing the position to 1,532 shares worth $706K. The position accounts for 0.15% of the portfolio, ranked #149.

Legacy Capital Wealth Partners first reported a position in ISRG in Q4 2023 and has held it in 9 quarters since. The position peaked at $902K in Q3 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Legacy Capital Wealth Partners held 1,532 shares of Intuitive Surgical worth $706K as of Q1 2026.
Legacy Capital Wealth Partners bought 78 Intuitive Surgical shares in Q1 2026, an estimated $39.5K.
Intuitive Surgical made up 0.15% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #149 holding.
Legacy Capital Wealth Partners first reported a position in Intuitive Surgical in Q4 2023 and has held it in 9 quarters since.
Legacy Capital Wealth Partners's Intuitive Surgical position peaked at $902K in Q3 2024.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.