Legacy Wealth Asset Management, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1846151 WOODBURY, MN

Position in ISRG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,185,484

-$161,989 QoQ

Shares Held

2,981

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,093

of 2,223 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,951,513 across 4 Medical Instruments & Supplies names. ISRG ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALC	Alcon Inc	31,103	$2,087,011
2	ISRG	Intuitive Surgical Inc This page	2,981	$1,185,484
3	ATR	Aptargroup, Inc.	3,825	$478,890
4	NVST	Envista Holdings Corp	7,595	$200,128

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,185,484	2,981	+2.0%	Shares	Sole	2026-07-09
2026-03-31	$1,347,473	2,923	+0.1%	Shares	Sole	2026-04-08
2025-12-31	$1,654,337	2,921	+1.6%	Shares	Sole	2026-01-12
2025-09-30	$1,286,233	2,876	-40.9%	Shares	Sole	2025-10-14
2025-06-30	$2,644,233	4,866	-5.4%	Shares	Sole	2025-07-30
2025-03-31	$2,548,164	5,145	-3.6%	Shares	Sole	2025-04-09
2024-12-31	$2,785,178	5,336	-7.1%	Shares	Sole	2025-01-15
2024-09-30	$2,821,854	5,744	-3.9%	Shares	Sole	2024-10-23
2024-06-30	$2,657,978	5,975	-3.6%	Shares	Sole	2024-08-14
2024-03-31	$2,474,358	6,200	-3.0%	Shares	Sole	2024-04-19
2023-12-31	$2,156,742	6,393	-1.3%	Shares	Sole	2024-01-10
2023-09-30	$1,893,746	6,479	-4.2%	Shares	Sole	2023-11-01
2023-06-30	$2,311,514	6,760	-4.2%	Shares	Sole	2023-08-04
2023-03-31	$1,802,085	7,054	-1.5%	Shares	Sole	2023-04-24
2022-12-31	$1,900,702	7,163	-4.4%	Shares	Sole	2023-02-02
2022-09-30	$1,403,925	7,490	+56.9%	Shares	Sole	2022-10-14
2022-06-30	$957,988	4,773	+6.2%	Shares	Sole	2022-07-19
2022-03-31	$1,355,749	4,494	+3.5%	Shares	Sole	2022-05-12
2021-12-31	$1,560,080	4,342	+203.2%	Shares	Sole	2022-02-10
2021-09-30	$1,423,622	1,432	-1.8%	Shares	Sole	2021-10-19
2021-06-30	$1,340,835	1,458	-10.9%	Shares	Sole	2021-07-14
2021-03-31	$1,208,905	1,636	+0.7%	Shares	Sole	2021-04-20
2020-12-31	$1,328,594	1,624	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.