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Williamson Legacy Group’s Intuitive Surgical ISRG Stock Holding History

Williamson Legacy Group’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 		– Sell
-1,344
Closed -$666K – 123
2025
Q1 		$666K Buy
1,344
+151
+13% +$83.5K 0.63% 73
2024
Q4 		$623K Buy
1,193
+93
+8% +$48.4K 0.42% 79
2024
Q3 		$540K Buy
+1,100
New +$512K 0.36% 83

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

Williamson Legacy Group's ISRG Position: Q2 2025 in Review

Williamson Legacy Group sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 1,344 shares — an estimated $666K sold.

Williamson Legacy Group first reported a position in ISRG in Q3 2024 and held it in 3 quarters. The position peaked at $666K in Q1 2025. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Williamson Legacy Group reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 1,344 Intuitive Surgical shares in Q2 2025, an estimated $666K.
  • Williamson Legacy Group first reported a position in Intuitive Surgical in Q3 2024 and held it in 3 quarters.
  • Williamson Legacy Group's Intuitive Surgical position peaked at $666K in Q1 2025.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.