Avestar Capital’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.56M | Buy |
5,561
+172
| +3% | +$87K | 0.16% | 103 |
|
|
2025
Q4 | $3.05M | Buy |
5,389
+258
| +5% | +$137K | 0.2% | 85 |
|
|
2025
Q3 | $2.29M | Sell |
5,131
-598
| -10% | -$287K | 0.15% | 116 |
|
|
2025
Q2 | $3.11M | Buy |
5,729
+754
| +15% | +$394K | 0.21% | 82 |
|
|
2025
Q1 | $2.46M | Buy |
4,975
+4
| +0.1% | +$2.21K | 0.21% | 91 |
|
|
2024
Q4 | $2.59M | Buy |
4,971
+296
| +6% | +$154K | 0.22% | 87 |
|
|
2024
Q3 | $2.3M | Buy |
4,675
+170
| +4% | +$79.1K | 0.24% | 78 |
|
|
2024
Q2 | $2M | Buy |
4,505
+711
| +19% | +$283K | 0.21% | 91 |
|
|
2024
Q1 | $1.51M | Buy |
3,794
+458
| +14% | +$173K | 0.16% | 116 |
|
|
2023
Q4 | $1.13M | Buy |
3,336
+303
| +10% | +$90.3K | 0.13% | 107 |
|
|
2023
Q3 | $887K | Buy |
3,033
+113
| +4% | +$35.3K | 0.13% | 108 |
|
|
2023
Q2 | $998K | Buy |
2,920
+179
| +7% | +$54.2K | 0.16% | 79 |
|
|
2023
Q1 | $700K | Sell |
2,741
-79
| -3% | -$19.5K | 0.12% | 109 |
|
|
2022
Q4 | $748K | Buy |
2,820
+26
| +0.9% | +$6.34K | 0.14% | 100 |
|
|
2022
Q3 | $524K | Sell |
2,794
-625
| -18% | -$134K | 0.13% | 115 |
|
|
2022
Q2 | $686K | Sell |
3,419
-3
| -0.1% | -$704 | 0.17% | 94 |
|
|
2022
Q1 | $1.03M | Buy |
3,422
+642
| +23% | +$188K | 0.16% | 126 |
|
|
2021
Q4 | $999K | Buy |
2,780
+425
| +18% | +$146K | 0.12% | 166 |
|
|
2021
Q3 | $780K | Buy |
2,355
+540
| +30% | +$181K | 0.1% | 215 |
|
|
2021
Q2 | $556K | Buy |
1,815
+3
| +0.2% | +$842 | 0.07% | 256 |
|
|
2021
Q1 | $525K | Sell |
1,812
-615
| -25% | -$155K | 0.12% | 179 |
|
|
2020
Q4 | $662K | Buy |
2,427
+999
| +70% | +$248K | 0.18% | 107 |
|
|
2020
Q3 | $339K | Sell |
1,428
-1,878
| -57% | -$422K | 0.11% | 147 |
|
|
2020
Q2 | $628K | Buy |
3,306
+570
| +21% | +$102K | 0.28% | 87 |
|
|
2020
Q1 | $452K | Buy |
2,736
+930
| +51% | +$170K | 0.25% | 96 |
|
|
2019
Q4 | $355K | Buy |
1,806
+9
| +0.5% | +$1.69K | 0.2% | 106 |
|
|
2019
Q3 | $323K | Buy |
1,797
+1,692
| +1,611% | +$293K | 0.2% | 95 |
|
|
2019
Q2 | $16K | Hold |
105
| – | – | 0.01% | 427 |
|
|
2019
Q1 | $17K | Hold |
105
| – | – | 0.01% | 393 |
|
|
2018
Q4 | $14K | Buy |
105
+63
| +150% | +$10.7K | 0.01% | 386 |
|
|
2018
Q3 | $6K | Buy |
42
+3
| +8% | +$533 | ﹤0.01% | 528 |
|
|
2018
Q2 | $4K | Buy |
39
+9
| +30% | +$1.37K | ﹤0.01% | 604 |
|
|
2018
Q1 | $3K | Buy |
30
+12
| +67% | +$1.68K | ﹤0.01% | 598 |
|
|
2017
Q4 | $2K | Buy |
+18
| New | +$2.25K | ﹤0.01% | 634 |
|
Other funds holding ISRG
VCM
VPM
Avestar Capital's ISRG Position: Q1 2026 in Review
Avestar Capital increased its Intuitive Surgical (ISRG) stake by 3.2% in Q1 2026, buying an estimated $87K and bringing the position to 5,561 shares worth $2.56M. The position accounts for 0.16% of the portfolio, ranked #103.
Avestar Capital first reported a position in ISRG in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.11M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Avestar Capital held 5,561 shares of Intuitive Surgical worth $2.56M as of Q1 2026.
- Avestar Capital bought 172 Intuitive Surgical shares in Q1 2026, an estimated $87K.
- Intuitive Surgical made up 0.16% of Avestar Capital's portfolio in Q1 2026, its #103 holding.
- Avestar Capital first reported a position in Intuitive Surgical in Q4 2017 and has held it in 34 quarters since.
- Avestar Capital's Intuitive Surgical position peaked at $3.11M in Q2 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.