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Legacy Investment Solutions’s Intuitive Surgical ISRG Stock Holding History

Legacy Investment Solutions’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
Q2 		$7.07K Buy
+13
New +$6.8K ﹤0.01% 360
2024
Q4 		$16.3K Buy
28
+13
+87% +$6.77K 0.01% 234
2024
Q3 		$8.05K Buy
+15
New +$6.98K ﹤0.01% 347

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Legacy Investment Solutions's ISRG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Intuitive Surgical (ISRG) in Q2 2025: 13 shares worth $7.07K. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ISRG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ISRG in Q3 2024 and has held it in 3 quarters since. The position peaked at $16.3K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Legacy Investment Solutions held 13 shares of Intuitive Surgical worth $7.07K as of Q2 2025.
  • Intuitive Surgical was a new Legacy Investment Solutions position in Q2 2025.
  • Intuitive Surgical made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #360 holding.
  • Legacy Investment Solutions first reported a position in Intuitive Surgical in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Intuitive Surgical position peaked at $16.3K in Q4 2024.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.