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Legacy Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Legacy Wealth 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
Q1 		$244K Buy
529
+107
+25% +$54.1K 0.12% 89
2025
Q4 		$239K Buy
+422
New +$225K 0.16% 66

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Legacy Wealth Advisors's ISRG Position: Q1 2026 in Review

Legacy Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 25% in Q1 2026, buying an estimated $54.1K and bringing the position to 529 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #89.

Legacy Wealth Advisors first reported a position in ISRG in Q4 2025 and has held it in 2 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Legacy Wealth Advisors held 529 shares of Intuitive Surgical worth $244K as of Q1 2026.
  • Legacy Wealth Advisors bought 107 Intuitive Surgical shares in Q1 2026, an estimated $54.1K.
  • Intuitive Surgical made up 0.12% of Legacy Wealth Advisors's portfolio in Q1 2026, its #89 holding.
  • Legacy Wealth Advisors first reported a position in Intuitive Surgical in Q4 2025 and has held it in 2 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Legacy Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.