AC
ISRG icon

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
2022
Q1 		– Sell
-3,000
Closed -$1.08M – 432
2021
Q4 		$1.08M Buy
+3,000
New +$1.03M 0.13% 154
2021
Q3 		– Sell
-18,000
Closed -$5.47M – 473
2021
Q2 		$5.47M Buy
+18,000
New +$5.05M 0.73% 29

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
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.