Storen Legacy Partners’s Intuitive Surgical ISRG Stock Holding History

Storen Legacy Partners’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	-383	Closed	-$217K	–	104
2025 Q4	$217K	Buy	+383	New	+$204K	0.07%	70

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Storen Legacy Partners's ISRG Position: Q1 2026 in Review

Storen Legacy Partners sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 383 shares — an estimated $217K sold.

Storen Legacy Partners first reported a position in ISRG in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Storen Legacy Partners reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Storen Legacy Partners sold 383 Intuitive Surgical shares in Q1 2026, an estimated $217K.
Storen Legacy Partners first reported a position in Intuitive Surgical in Q4 2025 and held it in 1 quarter.
Storen Legacy Partners's Intuitive Surgical position peaked at $217K in Q4 2025.
2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Storen Legacy Partners's 13F filing for Q1 2026, filed 22 Apr 2026.