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Legacy Wealth Asset Management’s Intuitive Surgical ISRG Stock Holding History

Legacy Wealth Asset Management’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 		$1.19M Buy
2,981
+58
+2% +$25.3K 0.26% 104
2026
Q1 		$1.35M Buy
2,923
+2
+0.1% +$1.01K 0.33% 78
2025
Q4 		$1.65M Buy
2,921
+45
+2% +$24K 0.41% 56
2025
Q3 		$1.29M Sell
2,876
-1,990
-41% -$955K 0.31% 87
2025
Q2 		$2.64M Sell
4,866
-279
-5% -$146K 0.67% 16
2025
Q1 		$2.55M Sell
5,145
-191
-4% -$106K 0.7% 20
2024
Q4 		$2.79M Sell
5,336
-408
-7% -$213K 0.76% 16
2024
Q3 		$2.82M Sell
5,744
-231
-4% -$108K 0.76% 17
2024
Q2 		$2.66M Sell
5,975
-225
-4% -$89.6K 0.75% 18
2024
Q1 		$2.47M Sell
6,200
-193
-3% -$72.9K 0.69% 24
2023
Q4 		$2.16M Sell
6,393
-86
-1% -$25.6K 0.71% 24
2023
Q3 		$1.89M Sell
6,479
-281
-4% -$87.8K 0.7% 26
2023
Q2 		$2.31M Sell
6,760
-294
-4% -$89K 0.81% 16
2023
Q1 		$1.8M Sell
7,054
-109
-2% -$26.9K 0.65% 31
2022
Q4 		$1.9M Sell
7,163
-327
-4% -$79.7K 0.72% 26
2022
Q3 		$1.4M Buy
7,490
+2,717
+57% +$584K 0.61% 32
2022
Q2 		$958K Buy
4,773
+279
+6% +$65.5K 0.39% 79
2022
Q1 		$1.36M Buy
4,494
+152
+4% +$44.4K 0.48% 54
2021
Q4 		$1.56M Buy
4,342
+46
+1% +$15.8K 0.53% 32
2021
Q3 		$1.42M Sell
4,296
-78
-2% -$26.2K 0.65% 18
2021
Q2 		$1.34M Sell
4,374
-534
-11% -$150K 0.6% 25
2021
Q1 		$1.21M Buy
4,908
+36
+0.7% +$9.06K 0.56% 32
2020
Q4 		$1.33M Buy
+4,872
New +$1.21M 0.67% 21

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Legacy Wealth Asset Management's ISRG Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Intuitive Surgical (ISRG) stake by 2% in Q2 2026, buying an estimated $25.3K and bringing the position to 2,981 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #104.

Legacy Wealth Asset Management first reported a position in ISRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.82M in Q3 2024. 689 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Legacy Wealth Asset Management held 2,981 shares of Intuitive Surgical worth $1.19M as of Q2 2026.
  • Legacy Wealth Asset Management bought 58 Intuitive Surgical shares in Q2 2026, an estimated $25.3K.
  • Intuitive Surgical made up 0.26% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #104 holding.
  • Legacy Wealth Asset Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Intuitive Surgical position peaked at $2.82M in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.