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My Legacy Advisors’s Intuitive Surgical ISRG Stock Holding History

My Legacy 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
2025
Q2 		$594K Buy
+1,130
New +$591K 0.21% 129

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

My Legacy Advisors's ISRG Position: Q2 2025 in Review

My Legacy Advisors opened a new position in Intuitive Surgical (ISRG) in Q2 2025: 1,130 shares worth $594K. The stake represents 0.21% of the portfolio and ranks #129 among its holdings.

2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • My Legacy Advisors held 1,130 shares of Intuitive Surgical worth $594K as of Q2 2025.
  • Intuitive Surgical was a new My Legacy Advisors position in Q2 2025.
  • Intuitive Surgical made up 0.21% of My Legacy Advisors's portfolio in Q2 2025, its #129 holding.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.