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Leo Wealth LLC’s Intuitive Surgical ISRG Stock Holding History

Leo Wealth LLC’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 		$505K Buy
1,096
+699
+176% +$354K 0.04% 265
2025
Q4 		$225K Buy
+397
New +$211K 0.02% 392
2025
Q3 		– Sell
-385
Closed -$209K – 343
2025
Q2 		$209K Buy
+385
New +$201K 0.02% 368

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

Leo Wealth LLC's ISRG Position: Q1 2026 in Review

Leo Wealth LLC increased its Intuitive Surgical (ISRG) stake by 176% in Q1 2026, buying an estimated $354K and bringing the position to 1,096 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #265.

Leo Wealth LLC first reported a position in ISRG in Q2 2025 and has held it in 3 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Leo Wealth LLC held 1,096 shares of Intuitive Surgical worth $505K as of Q1 2026.
  • Leo Wealth LLC bought 699 Intuitive Surgical shares in Q1 2026, an estimated $354K.
  • Intuitive Surgical made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #265 holding.
  • Leo Wealth LLC first reported a position in Intuitive Surgical in Q2 2025 and has held it in 3 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.