LVW Advisors
ISRG icon

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
Q3 		$693K Sell
1,704
-163
-9% -$62.2K 0.06% 206
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

LVW Advisors's ISRG Position: Q3 2026 in Review

LVW Advisors reduced its Intuitive Surgical (ISRG) stake by 8.7% in Q3 2026, selling an estimated $62.2K and leaving 1,704 shares worth $693K. The position accounts for 0.06% of the portfolio, ranked #206.

LVW Advisors first reported a position in ISRG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.04M in Q4 2025. 812 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • LVW Advisors held 1,704 shares of Intuitive Surgical worth $693K as of Q3 2026.
  • LVW Advisors sold 163 Intuitive Surgical shares in Q3 2026, an estimated $62.2K.
  • Intuitive Surgical made up 0.06% of LVW Advisors's portfolio in Q3 2026, its #206 holding.
  • LVW Advisors first reported a position in Intuitive Surgical in Q1 2021 and has held it in 21 quarters since.
  • LVW Advisors's Intuitive Surgical position peaked at $1.04M in Q4 2025.
  • 812 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.