LA
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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return