LexAurum Advisors
ISRG icon

LexAurum Advisors’s Intuitive Surgical ISRG Stock Holding History

LexAurum Advisors’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
Q3 		$241K Sell
592
-1
-0.2% -$382 0.03% 379
2026
Q2 		$236K Sell
593
-2
-0.3% -$874 0.03% 376
2026
Q1 		$274K Buy
+595
New +$301K 0.04% 337
2025
Q3 		$240K Sell
537
-346
-39% -$166K 0.03% 333
2025
Q2 		$480K Sell
883
-38
-4% -$19.9K 0.08% 202
2025
Q1 		$456K Sell
921
-4
-0.4% -$2.21K 0.09% 201
2024
Q4 		$483K Buy
925
+98
+12% +$51K 0.1% 186
2024
Q3 		$406K Sell
827
-143
-15% -$66.6K 0.09% 192
2024
Q2 		$432K Hold
970
– – 0.11% 175
2024
Q1 		$387K Sell
970
-40
-4% -$15.1K 0.1% 184
2023
Q4 		$341K Hold
1,010
– – 0.09% 200
2023
Q3 		$295K Buy
1,010
+269
+36% +$84K 0.09% 216
2023
Q2 		$253K Sell
741
-229
-24% -$69.3K 0.08% 225
2023
Q1 		$248K Buy
970
+3
+0.3% +$739 0.08% 216
2022
Q4 		$257K Buy
+967
New +$236K 0.09% 203
2022
Q2 		– Sell
-996
Closed -$300K – 257
2022
Q1 		$300K Buy
996
+30
+3% +$8.76K 0.1% 188
2021
Q4 		$347K Hold
966
– – 0.11% 181
2021
Q3 		$320K Buy
966
+9
+0.9% +$3.02K 0.09% 216
2021
Q2 		$293K Hold
957
– – 0.09% 226
2021
Q1 		$236K Hold
957
– – 0.08% 222
2020
Q4 		$261K Hold
957
– – 0.09% 202
2020
Q3 		$226K Buy
+957
New +$215K 0.09% 202

Other funds holding ISRG

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

LexAurum Advisors's ISRG Position: Q3 2026 in Review

LexAurum Advisors reduced its Intuitive Surgical (ISRG) stake by 0.17% in Q3 2026, selling an estimated $382 and leaving 592 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #379.

LexAurum Advisors first reported a position in ISRG in Q3 2020 and has held it in 22 quarters since. The position peaked at $483K in Q4 2024. 1,167 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • LexAurum Advisors held 592 shares of Intuitive Surgical worth $241K as of Q3 2026.
  • LexAurum Advisors sold 1 Intuitive Surgical share in Q3 2026, an estimated $382.
  • Intuitive Surgical made up 0.03% of LexAurum Advisors's portfolio in Q3 2026, its #379 holding.
  • LexAurum Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 22 quarters since.
  • LexAurum Advisors's Intuitive Surgical position peaked at $483K in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.