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Legacy Trust’s Intuitive Surgical ISRG Stock Holding History

Legacy Trust’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 		$4.71M Sell
11,840
-321
-3% -$140K 0.83% 34
2026
Q1 		$5.61M Buy
12,161
+295
+2% +$149K 1.07% 27
2025
Q4 		$6.72M Buy
11,866
+575
+5% +$306K 1.26% 28
2025
Q3 		$5.05M Buy
11,291
+379
+3% +$182K 1% 31
2025
Q2 		$5.93M Sell
10,912
-1,087
-9% -$568K 1.45% 25
2025
Q1 		$5.94M Sell
11,999
-143
-1% -$79.1K 1.43% 28
2024
Q4 		$6.34M Buy
12,142
+356
+3% +$185K 1.47% 28
2024
Q3 		$5.79M Sell
11,786
-75
-0.6% -$34.9K 1.33% 28
2024
Q2 		$5.28M Sell
11,861
-366
-3% -$146K 1.31% 29
2024
Q1 		$4.88M Buy
12,227
+174
+1% +$65.7K 1.22% 30
2023
Q4 		$4.07M Buy
12,053
+105
+0.9% +$31.3K 1.06% 35
2023
Q3 		$3.49M Buy
11,948
+495
+4% +$155K 1.02% 37
2023
Q2 		$3.92M Buy
11,453
+141
+1% +$42.7K 1.08% 32
2023
Q1 		$2.89M Buy
+11,312
New +$2.79M 0.86% 40

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 Trust's ISRG Position: Q2 2026 in Review

Legacy Trust reduced its Intuitive Surgical (ISRG) stake by 2.6% in Q2 2026, selling an estimated $140K and leaving 11,840 shares worth $4.71M. The position accounts for 0.83% of the portfolio, ranked #34.

Legacy Trust first reported a position in ISRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.72M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Legacy Trust held 11,840 shares of Intuitive Surgical worth $4.71M as of Q2 2026.
  • Legacy Trust sold 321 Intuitive Surgical shares in Q2 2026, an estimated $140K.
  • Intuitive Surgical made up 0.83% of Legacy Trust's portfolio in Q2 2026, its #34 holding.
  • Legacy Trust first reported a position in Intuitive Surgical in Q1 2023 and has held it in 14 quarters since.
  • Legacy Trust's Intuitive Surgical position peaked at $6.72M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.