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Legacy Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Legacy Financial Advisors’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 		$830K Sell
2,087
-9
-0.4% -$3.93K 0.1% 155
2026
Q1 		$966K Sell
2,096
-3
-0.1% -$1.52K 0.14% 134
2025
Q4 		$1.19M Buy
2,099
+8
+0.4% +$4.26K 0.16% 113
2025
Q3 		$935K Sell
2,091
-463
-18% -$222K 0.13% 133
2025
Q2 		$1.39M Buy
2,554
+290
+13% +$152K 0.22% 78
2025
Q1 		$1.12M Sell
2,264
-61
-3% -$33.7K 0.19% 95
2024
Q4 		$1.21M Buy
2,325
+237
+11% +$123K 0.2% 81
2024
Q3 		$1.03M Buy
2,088
+112
+6% +$52.1K 0.17% 96
2024
Q2 		$879K Buy
1,976
+101
+5% +$40.2K 0.16% 107
2024
Q1 		$748K Buy
1,875
+101
+6% +$38.2K 0.13% 125
2023
Q4 		$598K Buy
1,774
+216
+14% +$64.4K 0.12% 141
2023
Q3 		$455K Buy
1,558
+2
+0.1% +$625 0.09% 149
2023
Q2 		$532K Buy
1,556
+334
+27% +$101K 0.1% 133
2023
Q1 		$312K Buy
1,222
+251
+26% +$61.8K 0.06% 183
2022
Q4 		$258K Buy
+971
New +$237K 0.06% 198
2022
Q2 		– Sell
-755
Closed -$228K – 239
2022
Q1 		$228K Sell
755
-88
-10% -$25.7K 0.05% 209
2021
Q4 		$303K Buy
843
+114
+16% +$39.2K 0.07% 141
2021
Q3 		$242K Buy
+729
New +$245K 0.06% 155
2019
Q2 		– Sell
-120
Closed -$23K – 499
2019
Q1 		$23K Buy
120
+84
+233% +$14.9K 0.01% 424
2018
Q4 		$6K Buy
36
+30
+500% +$5.08K ﹤0.01% 698
2018
Q3 		$1K Hold
6
– – ﹤0.01% 847
2018
Q2 		$1K Sell
6
-18
-75% -$2.75K ﹤0.01% 871
2018
Q1 		$3K Hold
24
– – ﹤0.01% 711
2017
Q4 		$2K Buy
+24
New +$3K ﹤0.01% 744

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 $3.37T AUM 44.26% 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 Financial Advisors's ISRG Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 0.43% in Q2 2026, selling an estimated $3.93K and leaving 2,087 shares worth $830K. The position accounts for 0.1% of the portfolio, ranked #155.

Legacy Financial Advisors first reported a position in ISRG in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.39M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Legacy Financial Advisors held 2,087 shares of Intuitive Surgical worth $830K as of Q2 2026.
  • Legacy Financial Advisors sold 9 Intuitive Surgical shares in Q2 2026, an estimated $3.93K.
  • Intuitive Surgical made up 0.1% of Legacy Financial Advisors's portfolio in Q2 2026, its #155 holding.
  • Legacy Financial Advisors first reported a position in Intuitive Surgical in Q4 2017 and has held it in 24 quarters since.
  • Legacy Financial Advisors's Intuitive Surgical position peaked at $1.39M in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.