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LRI Investments’s Intuitive Surgical ISRG Stock Holding History

LRI Investments’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 		$261K Sell
657
-1,537
-70% -$671K 0.02% 279
2026
Q1 		$1.01M Sell
2,194
-45
-2% -$22.8K 0.09% 110
2025
Q4 		$1.27M Buy
2,239
+242
+12% +$129K 0.1% 101
2025
Q3 		$893K Buy
1,997
+387
+24% +$186K 0.07% 123
2025
Q2 		$875K Buy
1,610
+377
+31% +$197K 0.07% 117
2025
Q1 		$611K Sell
1,233
-97
-7% -$53.6K 0.06% 146
2024
Q4 		$694K Sell
1,330
-49
-4% -$25.5K 0.07% 108
2024
Q3 		$742K Buy
1,379
+70
+5% +$32.6K 0.07% 109
2024
Q2 		$582K Buy
1,309
+1,235
+1,669% +$492K 0.07% 103
2024
Q1 		$29.5K Buy
+74
New +$28K 0.01% 329

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

LRI Investments's ISRG Position: Q2 2026 in Review

LRI Investments reduced its Intuitive Surgical (ISRG) stake by 70% in Q2 2026, selling an estimated $671K and leaving 657 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #279.

LRI Investments first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.27M in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • LRI Investments held 657 shares of Intuitive Surgical worth $261K as of Q2 2026.
  • LRI Investments sold 1,537 Intuitive Surgical shares in Q2 2026, an estimated $671K.
  • Intuitive Surgical made up 0.02% of LRI Investments's portfolio in Q2 2026, its #279 holding.
  • LRI Investments first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Intuitive Surgical position peaked at $1.27M in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.