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Aviance Capital Partners’s Intuitive Surgical ISRG Stock Holding History

Aviance 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
2026
Q2 		$554K Sell
1,392
-15
-1% -$6.55K 0.06% 246
2026
Q1 		$649K Hold
1,407
– – 0.08% 211
2025
Q4 		$797K Sell
1,407
-183
-12% -$97.4K 0.09% 180
2025
Q3 		$711K Buy
1,590
+102
+7% +$48.9K 0.08% 199
2025
Q2 		$809K Buy
1,488
+5
+0.3% +$2.61K 0.11% 170
2025
Q1 		$734K Buy
1,483
+5
+0.3% +$2.77K 0.1% 178
2024
Q4 		$771K Buy
1,478
+63
+4% +$32.8K 0.11% 166
2024
Q3 		$695K Sell
1,415
-200
-12% -$93.1K 0.09% 195
2024
Q2 		$718K Buy
1,615
+82
+5% +$32.7K 0.1% 178
2024
Q1 		$612K Buy
+1,533
New +$579K 0.09% 194

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

Aviance Capital Partners's ISRG Position: Q2 2026 in Review

Aviance Capital Partners reduced its Intuitive Surgical (ISRG) stake by 1.1% in Q2 2026, selling an estimated $6.55K and leaving 1,392 shares worth $554K. The position accounts for 0.06% of the portfolio, ranked #246.

Aviance Capital Partners first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $809K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Aviance Capital Partners held 1,392 shares of Intuitive Surgical worth $554K as of Q2 2026.
  • Aviance Capital Partners sold 15 Intuitive Surgical shares in Q2 2026, an estimated $6.55K.
  • Intuitive Surgical made up 0.06% of Aviance Capital Partners's portfolio in Q2 2026, its #246 holding.
  • Aviance Capital Partners first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Aviance Capital Partners's Intuitive Surgical position peaked at $809K in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.