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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avestar Capital's ISRG Position: Q2 2026 in Review

Avestar Capital reduced its Intuitive Surgical (ISRG) stake by 9.7% in Q2 2026, selling an estimated $235K and leaving 5,023 shares worth $2M. The position accounts for 0.11% of the portfolio, ranked #143.

Avestar Capital first reported a position in ISRG in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.11M in Q2 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Avestar Capital held 5,023 shares of Intuitive Surgical worth $2M as of Q2 2026.
Avestar Capital sold 538 Intuitive Surgical shares in Q2 2026, an estimated $235K.
Intuitive Surgical made up 0.11% of Avestar Capital's portfolio in Q2 2026, its #143 holding.
Avestar Capital first reported a position in Intuitive Surgical in Q4 2017 and has held it in 35 quarters since.
Avestar Capital's Intuitive Surgical position peaked at $3.11M in Q2 2025.
2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.