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Aventura Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Aventura Private 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
2026
Q2 		$891K Buy
2,240
+15
+0.7% +$6.55K 0.27% 69
2026
Q1 		$1.03M Buy
2,225
+847
+61% +$429K 0.38% 53
2025
Q4 		$780K Buy
1,378
+8
+0.6% +$4.26K 0.28% 66
2025
Q3 		$613K Sell
1,370
-211
-13% -$101K 0.23% 82
2025
Q2 		$859K Sell
1,581
-60
-4% -$31.4K 0.37% 55
2025
Q1 		$813K Buy
1,641
+64
+4% +$35.4K 0.43% 54
2024
Q4 		$823K Buy
+1,577
New +$821K 0.44% 51

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aventura Private Wealth's ISRG Position: Q2 2026 in Review

Aventura Private Wealth increased its Intuitive Surgical (ISRG) stake by 0.67% in Q2 2026, buying an estimated $6.55K and bringing the position to 2,240 shares worth $891K. The position accounts for 0.27% of the portfolio, ranked #69.

Aventura Private Wealth first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2026. 654 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Aventura Private Wealth held 2,240 shares of Intuitive Surgical worth $891K as of Q2 2026.
  • Aventura Private Wealth bought 15 Intuitive Surgical shares in Q2 2026, an estimated $6.55K.
  • Intuitive Surgical made up 0.27% of Aventura Private Wealth's portfolio in Q2 2026, its #69 holding.
  • Aventura Private Wealth first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Intuitive Surgical position peaked at $1.03M in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.