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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
Q2 		$307K Hold
773
– – 0.02% 121
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avalon Trust's ISRG Position: Q2 2026 in Review

Avalon Trust held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 773 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #121.

Avalon Trust first reported a position in ISRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $458K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Avalon Trust held 773 shares of Intuitive Surgical worth $307K as of Q2 2026.
  • Avalon Trust left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.02% of Avalon Trust's portfolio in Q2 2026, its #121 holding.
  • Avalon Trust first reported a position in Intuitive Surgical in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's Intuitive Surgical position peaked at $458K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.