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

Legacy Wealth Management (Mississippi)’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 		$641K Sell
1,613
-923
-36% -$403K 0.16% 70
2026
Q1 		$1.17M Buy
2,536
+476
+23% +$241K 0.33% 46
2025
Q4 		$1.17M Buy
2,060
+393
+24% +$209K 0.31% 42
2025
Q3 		$746K Sell
1,667
-375
-18% -$180K 0.22% 48
2025
Q2 		$1.11M Sell
2,042
-168
-8% -$87.8K 0.34% 44
2025
Q1 		$1.09M Hold
2,210
– – 0.36% 45
2024
Q4 		$1.15M Hold
2,210
– – 0.46% 41
2024
Q3 		$1.09M Hold
2,210
– – 0.4% 45
2024
Q2 		$983K Hold
2,210
– – 0.42% 43
2024
Q1 		$882K Hold
2,210
– – 0.4% 46
2023
Q4 		$746K Hold
2,210
– – 0.36% 49
2023
Q3 		$646K Hold
2,210
– – 0.34% 55
2023
Q2 		$756K Hold
2,210
– – 0.38% 50
2023
Q1 		$565K Hold
2,210
– – 0.31% 54
2022
Q4 		$586K Hold
2,210
– – 0.35% 52
2022
Q3 		$414K Buy
2,210
+75
+4% +$16.1K 0.28% 58
2022
Q2 		$429K Hold
2,135
– – 0.26% 67
2022
Q1 		$644K Buy
2,135
+11
+0.5% +$3.21K 0.34% 63
2021
Q4 		$763K Buy
2,124
+9
+0.4% +$3.1K 0.39% 60
2021
Q3 		$701K Hold
2,115
– – 0.37% 64
2021
Q2 		$648K Hold
2,115
– – 0.36% 61
2021
Q1 		$521K Hold
2,115
– – 0.32% 65
2020
Q4 		$577K Hold
2,115
– – 0.37% 63
2020
Q3 		$500K Hold
2,115
– – 0.34% 67
2020
Q2 		$402K Buy
2,115
+168
+9% +$30.1K 0.31% 72
2020
Q1 		$321K Buy
+1,947
New +$357K 0.3% 73

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

Legacy Wealth Management (Mississippi) reduced its Intuitive Surgical (ISRG) stake by 36% in Q2 2026, selling an estimated $403K and leaving 1,613 shares worth $641K. The position accounts for 0.16% of the portfolio, ranked #70.

Legacy Wealth Management (Mississippi) first reported a position in ISRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.17M in Q1 2026. 563 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 1,613 shares of Intuitive Surgical worth $641K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 923 Intuitive Surgical shares in Q2 2026, an estimated $403K.
  • Intuitive Surgical made up 0.16% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #70 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Intuitive Surgical in Q1 2020 and has held it in 26 quarters since.
  • Legacy Wealth Management (Mississippi)'s Intuitive Surgical position peaked at $1.17M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.