Position in ISRG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,708,531
-$897,568 QoQ
Shares Held
11,840
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#662
of 2,223 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Legacy Trust holds $6,402,889 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
11,840 | $4,708,531 | |
| 2 | ALGN |
Align Technology Inc
|
10,046 | $1,694,358 |
All Filings in ISRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,708,531 | 11,840 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,606,099 | 12,161 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,720,427 | 11,866 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,049,673 | 11,291 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,929,689 | 10,912 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,942,744 | 11,999 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,337,638 | 12,142 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,790,108 | 11,786 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,276,365 | 11,861 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,879,673 | 12,227 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,066,200 | 12,053 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,492,280 | 11,948 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,916,238 | 11,453 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,889,876 | 11,312 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||