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Moody Lynn & Lieberson’s Intuitive Surgical ISRG Stock Holding History

Moody Lynn & Lieberson’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 		$2.5M Sell
6,299
-1,088
-15% -$475K 0.13% 75
2026
Q1 		$3.41M Sell
7,387
-6
-0.1% -$3.04K 0.19% 63
2025
Q4 		$4.19M Sell
7,393
-61
-0.8% -$32.5K 0.22% 63
2025
Q3 		$3.33M Sell
7,454
-16
-0.2% -$7.68K 0.18% 71
2025
Q2 		$4.06M Sell
7,470
-7,376
-50% -$3.86M 0.23% 67
2025
Q1 		$7.35M Buy
14,846
+98
+0.7% +$54.2K 0.47% 43
2024
Q4 		$7.7M Sell
14,748
-238
-2% -$124K 0.47% 42
2024
Q3 		$7.36M Sell
14,986
-231
-2% -$108K 0.45% 46
2024
Q2 		$6.77M Buy
15,217
+33
+0.2% +$13.1K 0.44% 46
2024
Q1 		$6.06M Buy
15,184
+8,457
+126% +$3.2M 0.41% 46
2023
Q4 		$2.27M Sell
6,727
-3,265
-33% -$973K 0.17% 83
2023
Q3 		$2.92M Sell
9,992
-7,301
-42% -$2.28M 0.25% 68
2023
Q2 		$5.91M Buy
17,293
+9,774
+130% +$2.96M 0.48% 49
2023
Q1 		$1.92M Sell
7,519
-275
-4% -$67.7K 0.17% 85
2022
Q4 		$2.07M Hold
7,794
– – 0.19% 83
2022
Q3 		$1.46M Sell
7,794
-4,798
-38% -$1.03M 0.14% 89
2022
Q2 		$2.53M Sell
12,592
-4,002
-24% -$939K 0.23% 76
2022
Q1 		$5.01M Sell
16,594
-13,206
-44% -$3.86M 0.37% 59
2021
Q4 		$10.7M Sell
29,800
-59,579
-67% -$20.5M 0.72% 42
2021
Q3 		$9.87M Buy
89,379
+61,227
+217% +$20.6M 0.74% 40
2021
Q2 		$8.63M Buy
28,152
+11,871
+73% +$3.33M 0.65% 46
2021
Q1 		$4.01M Sell
16,281
-25,128
-61% -$6.32M 0.33% 67
2020
Q4 		$11.3M Sell
41,409
-270
-0.6% -$67K 0.97% 35
2020
Q3 		$9.86M Buy
41,679
+8,769
+27% +$1.97M 0.98% 33
2020
Q2 		$6.25M Buy
32,910
+15,822
+93% +$2.84M 0.68% 41
2020
Q1 		$2.82K Sell
17,088
-1,563
-8% -$286K 0.39% 52
2019
Q4 		$3.67M Buy
18,651
+54
+0.3% +$10.1K 0.35% 72
2019
Q3 		$3.35M Sell
18,597
-21,252
-53% -$3.68M 0.37% 65
2019
Q2 		$6.97M Sell
39,849
-13,326
-25% -$2.28M 0.77% 46
2019
Q1 		$10.1M Buy
53,175
+744
+1% +$132K 1.16% 31
2018
Q4 		$8.37M Buy
52,431
+18,570
+55% +$3.15M 1.13% 30
2018
Q3 		$6.48M Sell
33,861
-5,415
-14% -$962K 0.69% 46
2018
Q2 		$6.26M Buy
39,276
+10,233
+35% +$1.56M 0.74% 43
2018
Q1 		$4M Sell
29,043
-3,048
-9% -$425K 0.48% 55
2017
Q4 		$4.58M Buy
+32,091
New +$4.02M 0.49% 54
2016
Q3 		– Sell
-21,879
Closed -$1.61M – 176
2016
Q2 		$1.61M Buy
+21,879
New +$1.54M 0.29% 64

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

Moody Lynn & Lieberson's ISRG Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Intuitive Surgical (ISRG) stake by 15% in Q2 2026, selling an estimated $475K and leaving 6,299 shares worth $2.5M. The position accounts for 0.13% of the portfolio, ranked #75.

Moody Lynn & Lieberson first reported a position in ISRG in Q2 2016 and has held it in 36 quarters since. The position peaked at $11.3M in Q4 2020. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Moody Lynn & Lieberson held 6,299 shares of Intuitive Surgical worth $2.5M as of Q2 2026.
  • Moody Lynn & Lieberson sold 1,088 Intuitive Surgical shares in Q2 2026, an estimated $475K.
  • Intuitive Surgical made up 0.13% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #75 holding.
  • Moody Lynn & Lieberson first reported a position in Intuitive Surgical in Q2 2016 and has held it in 36 quarters since.
  • Moody Lynn & Lieberson's Intuitive Surgical position peaked at $11.3M in Q4 2020.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.