Lord & Richards Wealth Management
ISRG icon

Lord & Richards Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Lord & Richards Wealth 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
Q3 		– Sell
-996
Closed -$396K – 81
2026
Q2 		$396K Sell
996
-57
-5% -$24.9K 0.31% 47
2026
Q1 		$485K Hold
1,053
– – 0.43% 43
2025
Q4 		$596K Buy
1,053
+102
+11% +$54.3K 0.51% 42
2025
Q3 		$425K Buy
951
+229
+32% +$110K 0.39% 49
2025
Q2 		$392K Buy
722
+195
+37% +$102K 0.41% 49
2025
Q1 		$261K Buy
+527
New +$291K 0.3% 64

Other funds holding ISRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Lord & Richards Wealth Management's ISRG Position: Q3 2026 in Review

Lord & Richards Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2026, closing a stake of 996 shares — an estimated $396K sold.

Lord & Richards Wealth Management first reported a position in ISRG in Q1 2025 and held it in 6 quarters. The position peaked at $596K in Q4 2025. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Lord & Richards Wealth Management reported no remaining Intuitive Surgical position as of Q3 2026 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 996 Intuitive Surgical shares in Q3 2026, an estimated $396K.
  • Lord & Richards Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and held it in 6 quarters.
  • Lord & Richards Wealth Management's Intuitive Surgical position peaked at $596K in Q4 2025.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.