Lido Advisors’s Intuitive Surgical ISRG Stock Holding History

Lido 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 Q1	$415K	Sell	900 -400	-31%	-$202K	﹤0.01%	1404
2025 Q4	$736K	Hold	1,300	–	–	﹤0.01%	1133
2025 Q3	$581K	Hold	1,300	–	–	﹤0.01%	1177
2025 Q2	$706K	Buy	1,300 +900	+225%	+$471K	﹤0.01%	979
2025 Q1	$198K	Hold	400	–	–	﹤0.01%	1395
2024 Q4	$209K	Sell	400 -3,300	-89%	-$1.72M	﹤0.01%	1370
2024 Q3	$1.82M	Buy	3,700 +400	+12%	+$186K	0.01%	494
2024 Q2	$1.47M	Hold	3,300	–	–	0.01%	534
2024 Q1	$1.32M	Sell	3,300 -600	-15%	-$227K	0.01%	553
2023 Q4	$1.32M	Buy	3,900 +3,300	+550%	+$984K	0.01%	520
2023 Q3	$175K	Hold	600	–	–	﹤0.01%	1091
2023 Q2	$205K	Hold	600	–	–	﹤0.01%	1093
2023 Q1	$153K	Hold	600	–	–	﹤0.01%	1044
2022 Q4	$159K	Buy	+600	New	+$146K	﹤0.01%	930

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lido Advisors's ISRG Position: Q1 2026 in Review

Lido Advisors reduced its Intuitive Surgical (ISRG) stake by 8.1% in Q1 2026, selling an estimated $2.66M and leaving 59,713 shares worth $27.5M. The position accounts for 0.08% of the portfolio, ranked #159.

Lido Advisors first reported a position in ISRG in Q4 2017 and has held it in 34 quarters since. The position peaked at $34.1M in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Lido Advisors held 59,713 shares of Intuitive Surgical worth $27.5M as of Q1 2026.
Lido Advisors sold 5,254 Intuitive Surgical shares in Q1 2026, an estimated $2.66M.
Intuitive Surgical made up 0.08% of Lido Advisors's portfolio in Q1 2026, its #159 holding.
Lido Advisors first reported a position in Intuitive Surgical in Q4 2017 and has held it in 34 quarters since.
Lido Advisors's Intuitive Surgical position peaked at $34.1M in Q2 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.