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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Lord & Richards Wealth Management's ISRG Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Intuitive Surgical (ISRG) stake by 5.4% in Q2 2026, selling an estimated $24.9K and leaving 996 shares worth $396K. The position accounts for 0.31% of the portfolio, ranked #47.

Lord & Richards Wealth Management first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $596K in Q4 2025. 555 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Lord & Richards Wealth Management held 996 shares of Intuitive Surgical worth $396K as of Q2 2026.
Lord & Richards Wealth Management sold 57 Intuitive Surgical shares in Q2 2026, an estimated $24.9K.
Intuitive Surgical made up 0.31% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #47 holding.
Lord & Richards Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
Lord & Richards Wealth Management's Intuitive Surgical position peaked at $596K in Q4 2025.
555 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.