AAS
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Avantax Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Avantax Advisory Services’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 		$15.3M Buy
28,246
+4,912
+21% +$2.57M 0.08% 183
2025
Q1 		$11.6M Buy
23,334
+485
+2% +$268K 0.07% 215
2024
Q4 		$11.9M Buy
22,849
+257
+1% +$134K 0.07% 190
2024
Q3 		$11.1M Buy
22,592
+1,510
+7% +$703K 0.07% 201
2024
Q2 		$9.38M Buy
21,082
+11,087
+111% +$4.42M 0.07% 221
2024
Q1 		$3.99M Buy
9,995
+487
+5% +$184K 0.04% 356
2023
Q4 		$3.21M Buy
9,508
+403
+4% +$120K 0.03% 385
2023
Q3 		$2.66M Sell
9,105
-25
-0.3% -$7.81K 0.03% 382
2023
Q2 		$3.12M Sell
9,130
-65
-0.7% -$19.7K 0.04% 344
2023
Q1 		$2.35M Sell
9,195
-774
-8% -$191K 0.03% 395
2022
Q4 		$2.65M Sell
9,969
-527
-5% -$128K 0.04% 354
2022
Q3 		$1.97M Buy
10,496
+114
+1% +$24.5K 0.03% 376
2022
Q2 		$2.08M Sell
10,382
-1,166
-10% -$274K 0.03% 367
2022
Q1 		$3.49M Buy
11,548
+660
+6% +$193K 0.05% 273
2021
Q4 		$3.91M Buy
10,888
+337
+3% +$116K 0.06% 238
2021
Q3 		$3.51M Buy
10,551
+240
+2% +$80.6K 0.06% 237
2021
Q2 		$3.17M Buy
10,311
+987
+11% +$277K 0.06% 247
2021
Q1 		$2.3M Buy
9,324
+978
+12% +$246K 0.05% 263
2020
Q4 		$2.28M Sell
8,346
-3,819
-31% -$948K 0.05% 247
2020
Q3 		$2.88M Buy
12,165
+6,813
+127% +$1.53M 0.05% 290
2020
Q2 		$1.02M Sell
5,352
-75
-1% -$13.4K 0.03% 344
2020
Q1 		$890K Buy
5,427
+1,320
+32% +$242K 0.03% 323
2019
Q4 		$811K Buy
4,107
+876
+27% +$164K 0.02% 377
2019
Q3 		$582K Sell
3,231
-54
-2% -$9.34K 0.02% 298
2019
Q2 		$574K Sell
3,285
-3
-0.1% -$514 0.03% 271
2019
Q1 		$625K Sell
3,288
-111
-3% -$19.7K 0.03% 244
2018
Q4 		$544K Buy
+3,399
New +$576K 0.09% 211

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 $138M AUM 28.86% 1-Year Est. Return

Avantax Advisory Services's ISRG Position: Q2 2025 in Review

Avantax Advisory Services increased its Intuitive Surgical (ISRG) stake by 21% in Q2 2025, buying an estimated $2.57M and bringing the position to 28,246 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #183.

Avantax Advisory Services first reported a position in ISRG in Q4 2018 and has held it in 27 quarters since. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Avantax Advisory Services held 28,246 shares of Intuitive Surgical worth $15.3M as of Q2 2025.
  • Avantax Advisory Services bought 4,912 Intuitive Surgical shares in Q2 2025, an estimated $2.57M.
  • Intuitive Surgical made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #183 holding.
  • Avantax Advisory Services first reported a position in Intuitive Surgical in Q4 2018 and has held it in 27 quarters since.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.