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Avestar Capital’s Intuitive Surgical ISRG Stock Holding History

Avestar Capital’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
Q1 		– Sell
-500
Closed -$283K – 534
2025
Q4 		$283K Sell
500
-500
-50% -$266K 0.02% 418
2025
Q3 		$447K Buy
+1,000
New +$480K 0.03% 355
2021
Q4 		– Sell
-3,000
Closed -$331K – 469
2021
Q3 		$331K Buy
+3,000
New +$1.01M 0.04% 319

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.