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Aveo Capital Partners’s Intuitive Surgical ISRG Stock Holding History

Aveo Capital 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
2025
Q2 		– Sell
-727
Closed -$390K – 78
2025
Q1 		$390K Buy
727
+198
+37% +$109K 0.06% 130
2024
Q4 		$276K Buy
+529
New +$276K 0.03% 299
2017
Q1 		– Sell
-3,294
Closed -$232K – 173
2016
Q4 		$232K Buy
+3,294
New +$242K 0.07% 189

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

Aveo Capital Partners's ISRG Position: Q2 2025 in Review

Aveo Capital Partners sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 727 shares — an estimated $390K sold.

Aveo Capital Partners first reported a position in ISRG in Q4 2016 and held it in 3 quarters. The position peaked at $390K in Q1 2025. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Aveo Capital Partners reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 727 Intuitive Surgical shares in Q2 2025, an estimated $390K.
  • Aveo Capital Partners first reported a position in Intuitive Surgical in Q4 2016 and held it in 3 quarters.
  • Aveo Capital Partners's Intuitive Surgical position peaked at $390K in Q1 2025.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.