Lewis Asset Management’s Intuitive Surgical ISRG Stock Holding History

Lewis 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	$546K	Hold	1,373	–	–	0.19%	115
2026 Q1	$633K	Sell	1,373 -78	-5%	-$39.5K	0.26%	95
2025 Q4	$822K	Sell	1,451 -366	-20%	-$195K	0.33%	71
2025 Q3	$813K	Hold	1,817	–	–	0.33%	75
2025 Q2	$987K	Hold	1,817	–	–	0.46%	55
2025 Q1	$900K	Sell	1,817 -8	-0.4%	-$4.42K	0.74%	34
2024 Q4	$953K	Hold	1,825	–	–	0.73%	29
2024 Q3	$897K	Hold	1,825	–	–	0.65%	37
2024 Q2	$812K	Buy	1,825 +60	+3%	+$23.9K	0.62%	36
2024 Q1	$704K	Buy	1,765 +8	+0.5%	+$3.02K	0.58%	39
2023 Q4	$593K	Buy	+1,757	New	+$524K	0.55%	42

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Lewis Asset Management's ISRG Position: Q2 2026 in Review

Lewis Asset Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,373 shares worth $546K. The position accounts for 0.19% of the portfolio, ranked #115.

Lewis Asset Management first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $987K in Q2 2025. 929 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Lewis Asset Management held 1,373 shares of Intuitive Surgical worth $546K as of Q2 2026.
Lewis Asset Management left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.19% of Lewis Asset Management's portfolio in Q2 2026, its #115 holding.
Lewis Asset Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Lewis Asset Management's Intuitive Surgical position peaked at $987K in Q2 2025.
929 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.