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Avid Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Avid Wealth 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 		$400K Sell
1,007
-16
-2% -$6.99K 0.19% 49
2026
Q1 		$472K Buy
1,023
+207
+25% +$105K 0.22% 45
2025
Q4 		$462K Buy
816
+70
+9% +$37.3K 0.23% 43
2025
Q3 		$334K Sell
746
-50
-6% -$24K 0.17% 43
2025
Q2 		$433K Buy
+796
New +$416K 0.25% 37

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

Avid Wealth Partners's ISRG Position: Q2 2026 in Review

Avid Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 1.6% in Q2 2026, selling an estimated $6.99K and leaving 1,007 shares worth $400K. The position accounts for 0.19% of the portfolio, ranked #49.

Avid Wealth Partners first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $472K in Q1 2026. 2,255 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Avid Wealth Partners held 1,007 shares of Intuitive Surgical worth $400K as of Q2 2026.
  • Avid Wealth Partners sold 16 Intuitive Surgical shares in Q2 2026, an estimated $6.99K.
  • Intuitive Surgical made up 0.19% of Avid Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Avid Wealth Partners first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • Avid Wealth Partners's Intuitive Surgical position peaked at $472K in Q1 2026.
  • 2,255 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.