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Legacy CG’s Intuitive Surgical ISRG Stock Holding History

Legacy CG’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
Q3 		– Sell
-10,371
Closed -$5.64M – 50
2025
Q2 		$5.64M Buy
10,371
+523
+5% +$273K 1.68% 27
2025
Q1 		$4.88M Buy
9,848
+1,369
+16% +$757K 1.58% 30
2024
Q4 		$4.43M Buy
8,479
+1,861
+28% +$969K 1.36% 33
2024
Q3 		$3.25M Buy
+6,618
New +$3.08M 1.06% 39

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy CG's ISRG Position: Q3 2025 in Review

Legacy CG sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 10,371 shares — an estimated $5.64M sold.

Legacy CG first reported a position in ISRG in Q3 2024 and held it in 4 quarters. The position peaked at $5.64M in Q2 2025. 2,110 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Legacy CG reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Legacy CG sold 10,371 Intuitive Surgical shares in Q3 2025, an estimated $5.64M.
  • Legacy CG first reported a position in Intuitive Surgical in Q3 2024 and held it in 4 quarters.
  • Legacy CG's Intuitive Surgical position peaked at $5.64M in Q2 2025.
  • 2,110 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Legacy CG's 13F filing for Q3 2025, filed 23 Oct 2025.