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Lifeworks Advisors’s Intuitive Surgical ISRG Stock Holding History

Lifeworks 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 		$1.24M Buy
3,107
+224
+8% +$97.9K 0.13% 122
2026
Q1 		$1.33M Sell
2,883
-32
-1% -$16.2K 0.17% 113
2025
Q4 		$1.65M Buy
2,915
+386
+15% +$205K 0.21% 104
2025
Q3 		$1.13M Buy
2,529
+449
+22% +$215K 0.15% 127
2025
Q2 		$1.13M Buy
2,080
+43
+2% +$22.5K 0.17% 117
2025
Q1 		$1.01M Buy
2,037
+1,611
+378% +$891K 0.17% 124
2024
Q4 		$222K Buy
+426
New +$222K 0.04% 280

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lifeworks Advisors's ISRG Position: Q2 2026 in Review

Lifeworks Advisors increased its Intuitive Surgical (ISRG) stake by 7.8% in Q2 2026, buying an estimated $97.9K and bringing the position to 3,107 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #122.

Lifeworks Advisors first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Lifeworks Advisors held 3,107 shares of Intuitive Surgical worth $1.24M as of Q2 2026.
  • Lifeworks Advisors bought 224 Intuitive Surgical shares in Q2 2026, an estimated $97.9K.
  • Intuitive Surgical made up 0.13% of Lifeworks Advisors's portfolio in Q2 2026, its #122 holding.
  • Lifeworks Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's Intuitive Surgical position peaked at $1.65M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.