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Legacy Wealth Management (Idaho)’s Intuitive Surgical ISRG Stock Holding History

Legacy Wealth Management (Idaho)’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
-109
Closed -$50.2K – 561
2026
Q1 		$50.2K Buy
109
+30
+38% +$15.2K 0.03% 263
2025
Q4 		$44.7K Buy
79
+66
+508% +$35.1K 0.02% 232
2025
Q3 		$5.81K Hold
13
– – ﹤0.01% 411
2025
Q2 		$7.07K Hold
13
– – ﹤0.01% 360
2025
Q1 		$6.44K Sell
13
-15
-54% -$8.29K ﹤0.01% 395
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

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 Wealth Management (Idaho)'s ISRG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 109 shares — an estimated $50.2K sold.

Legacy Wealth Management (Idaho) first reported a position in ISRG in Q3 2024 and held it in 7 quarters. The position peaked at $50.2K in Q1 2026. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 109 Intuitive Surgical shares in Q2 2026, an estimated $50.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Intuitive Surgical in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Intuitive Surgical position peaked at $50.2K in Q1 2026.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.