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Avantra Family Wealth’s Intuitive Surgical ISRG Stock Holding History

Avantra Family Wealth’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 		– Sell
-436
Closed -$216K – 148
2025
Q1 		$216K Buy
436
+3
+0.7% +$1.66K 0.21% 139
2024
Q4 		$226K Buy
+433
New +$226K 0.21% 140

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

Avantra Family Wealth's ISRG Position: Q2 2025 in Review

Avantra Family Wealth sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 436 shares — an estimated $216K sold.

Avantra Family Wealth first reported a position in ISRG in Q4 2024 and held it in 2 quarters. The position peaked at $226K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Avantra Family Wealth reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 436 Intuitive Surgical shares in Q2 2025, an estimated $216K.
  • Avantra Family Wealth first reported a position in Intuitive Surgical in Q4 2024 and held it in 2 quarters.
  • Avantra Family Wealth's Intuitive Surgical position peaked at $226K in Q4 2024.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Avantra Family Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.