Luts & Greenleigh Group’s Intuitive Surgical ISRG Stock Holding History

Luts & Greenleigh Group’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	–	Sell	-425	Closed	-$241K	–	91
2025 Q4	$241K	Buy	+425	New	+$226K	0.2%	78
2025 Q3	–	Sell	-423	Closed	-$230K	–	85
2025 Q2	$230K	Sell	423 -3	-0.7%	-$1.57K	0.22%	77
2025 Q1	$211K	Buy	426 +2	+0.5%	+$1.11K	0.21%	74
2024 Q4	$221K	Sell	424 -6	-1%	-$3.13K	0.22%	76
2024 Q3	$211K	Buy	+430	New	+$200K	0.2%	80

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

Luts & Greenleigh Group's ISRG Position: Q1 2026 in Review

Luts & Greenleigh Group sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 425 shares — an estimated $241K sold.

Luts & Greenleigh Group first reported a position in ISRG in Q3 2024 and held it in 5 quarters. The position peaked at $241K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Luts & Greenleigh Group reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Luts & Greenleigh Group sold 425 Intuitive Surgical shares in Q1 2026, an estimated $241K.
Luts & Greenleigh Group first reported a position in Intuitive Surgical in Q3 2024 and held it in 5 quarters.
Luts & Greenleigh Group's Intuitive Surgical position peaked at $241K in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.