Avalon Trust’s Intuitive Surgical ISRG Stock Holding History

Avalon Trust’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	$356K	Sell	773 -36	-4%	-$18.2K	0.02%	113
2025 Q4	$458K	Hold	809	–	–	0.03%	94
2025 Q3	$362K	Buy	809 +88	+12%	+$42.2K	0.02%	118
2025 Q2	$392K	Hold	721	–	–	0.03%	106
2025 Q1	$357K	Hold	721	–	–	0.03%	109
2024 Q4	$376K	Buy	721 +166	+30%	+$86.5K	0.03%	102
2024 Q3	$273K	Sell	555 -50	-8%	-$23.3K	0.02%	109
2024 Q2	$269K	Sell	605 -98	-14%	-$39K	0.02%	109
2024 Q1	$281K	Hold	703	–	–	0.02%	117
2023 Q4	$237K	Hold	703	–	–	0.02%	116
2023 Q3	$205K	Hold	703	–	–	0.02%	115
2023 Q2	$240K	Hold	703	–	–	0.02%	117
2023 Q1	$180K	Buy	+703	New	+$173K	0.02%	124

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avalon Trust's ISRG Position: Q1 2026 in Review

Avalon Trust reduced its Intuitive Surgical (ISRG) stake by 4.4% in Q1 2026, selling an estimated $18.2K and leaving 773 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #113.

Avalon Trust first reported a position in ISRG in Q1 2023 and has held it in 13 quarters since. The position peaked at $458K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Avalon Trust held 773 shares of Intuitive Surgical worth $356K as of Q1 2026.
Avalon Trust sold 36 Intuitive Surgical shares in Q1 2026, an estimated $18.2K.
Intuitive Surgical made up 0.02% of Avalon Trust's portfolio in Q1 2026, its #113 holding.
Avalon Trust first reported a position in Intuitive Surgical in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's Intuitive Surgical position peaked at $458K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.