APP
ISRG icon

Avantax Planning Partners’s Intuitive Surgical ISRG Stock Holding History

Avantax Planning Partners’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 		$886K Buy
2,227
+200
+10% +$87.4K 0.02% 208
2026
Q1 		$934K Buy
2,027
+77
+4% +$39K 0.03% 203
2025
Q4 		$1.1M Buy
1,950
+82
+4% +$43.7K 0.03% 183
2025
Q3 		$835K Buy
1,868
+423
+29% +$203K 0.02% 213
2025
Q2 		$785K Buy
1,445
+293
+25% +$153K 0.02% 212
2025
Q1 		$571K Buy
1,152
+101
+10% +$55.9K 0.02% 236
2024
Q4 		$549K Buy
1,051
+89
+9% +$46.4K 0.02% 244
2024
Q3 		$473K Sell
962
-1,103
-53% -$514K 0.02% 267
2024
Q2 		$919K Buy
2,065
+286
+16% +$114K 0.03% 216
2024
Q1 		$710K Buy
1,779
+292
+20% +$110K 0.02% 246
2023
Q4 		$502K Buy
1,487
+123
+9% +$36.7K 0.02% 237
2023
Q3 		$399K Buy
+1,364
New +$426K 0.02% 250
2018
Q2 		– Sell
-171
Closed -$23K – 834
2018
Q1 		$23K Buy
+171
New +$23.9K ﹤0.01% 727

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 $3.37T AUM 44.26% 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

Avantax Planning Partners's ISRG Position: Q2 2026 in Review

Avantax Planning Partners increased its Intuitive Surgical (ISRG) stake by 9.9% in Q2 2026, buying an estimated $87.4K and bringing the position to 2,227 shares worth $886K. The position accounts for 0.02% of the portfolio, ranked #208.

Avantax Planning Partners first reported a position in ISRG in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Avantax Planning Partners held 2,227 shares of Intuitive Surgical worth $886K as of Q2 2026.
  • Avantax Planning Partners bought 200 Intuitive Surgical shares in Q2 2026, an estimated $87.4K.
  • Intuitive Surgical made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #208 holding.
  • Avantax Planning Partners first reported a position in Intuitive Surgical in Q1 2018 and has held it in 13 quarters since.
  • Avantax Planning Partners's Intuitive Surgical position peaked at $1.1M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.