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LVW Advisors’s Intuitive Surgical ISRG Stock Holding History

LVW 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 		$742K Sell
1,867
-112
-6% -$48.9K 0.06% 165
2026
Q1 		$912K Buy
1,979
+137
+7% +$69.3K 0.09% 126
2025
Q4 		$1.04M Buy
1,842
+235
+15% +$125K 0.11% 96
2025
Q3 		$719K Sell
1,607
-129
-7% -$61.9K 0.07% 141
2025
Q2 		$943K Buy
1,736
+187
+12% +$97.8K 0.1% 117
2025
Q1 		$767K Buy
1,549
+101
+7% +$55.9K 0.09% 129
2024
Q4 		$756K Buy
1,448
+19
+1% +$9.9K 0.09% 139
2024
Q3 		$702K Buy
1,429
+109
+8% +$50.7K 0.09% 145
2024
Q2 		$587K Buy
1,320
+119
+10% +$47.4K 0.09% 146
2024
Q1 		$479K Buy
1,201
+141
+13% +$53.3K 0.08% 172
2023
Q4 		$358K Buy
1,060
+298
+39% +$88.8K 0.07% 189
2023
Q3 		$223K Buy
762
+147
+24% +$45.9K 0.05% 203
2023
Q2 		$210K Sell
615
-279
-31% -$84.4K 0.04% 190
2023
Q1 		$228K Buy
894
+6
+0.7% +$1.48K 0.04% 210
2022
Q4 		$236K Buy
+888
New +$217K 0.05% 206
2022
Q2 		– Sell
-1,112
Closed -$335K – 236
2022
Q1 		$335K Buy
1,112
+89
+9% +$26K 0.06% 181
2021
Q4 		$368K Sell
1,023
-171
-14% -$58.8K 0.06% 174
2021
Q3 		$396K Buy
1,194
+180
+18% +$60.4K 0.07% 174
2021
Q2 		$311K Buy
1,014
+129
+15% +$36.2K 0.06% 182
2021
Q1 		$218K Buy
+885
New +$223K 0.04% 199

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

LVW Advisors's ISRG Position: Q2 2026 in Review

LVW Advisors reduced its Intuitive Surgical (ISRG) stake by 5.7% in Q2 2026, selling an estimated $48.9K and leaving 1,867 shares worth $742K. The position accounts for 0.06% of the portfolio, ranked #165.

LVW Advisors first reported a position in ISRG in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q4 2025. 638 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • LVW Advisors held 1,867 shares of Intuitive Surgical worth $742K as of Q2 2026.
  • LVW Advisors sold 112 Intuitive Surgical shares in Q2 2026, an estimated $48.9K.
  • Intuitive Surgical made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #165 holding.
  • LVW Advisors first reported a position in Intuitive Surgical in Q1 2021 and has held it in 20 quarters since.
  • LVW Advisors's Intuitive Surgical position peaked at $1.04M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.