LWA
ISRG icon

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
Q2 		– Sell
-529
Closed -$244K – 153
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 $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 $3.38T AUM 44.17% 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 Wealth Advisors's ISRG Position: Q2 2026 in Review

Legacy Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 529 shares — an estimated $244K sold.

Legacy Wealth Advisors first reported a position in ISRG in Q4 2025 and held it in 2 quarters. The position peaked at $244K in Q1 2026. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Legacy Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Advisors sold 529 Intuitive Surgical shares in Q2 2026, an estimated $244K.
  • Legacy Wealth Advisors first reported a position in Intuitive Surgical in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Advisors's Intuitive Surgical position peaked at $244K in Q1 2026.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.