Avid Wealth Partners
ISRG icon

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
Q3 		$431K Buy
1,059
+52
+5% +$19.8K 0.2% 53
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Avid Wealth Partners's ISRG Position: Q3 2026 in Review

Avid Wealth Partners increased its Intuitive Surgical (ISRG) stake by 5.2% in Q3 2026, buying an estimated $19.8K and bringing the position to 1,059 shares worth $431K. The position accounts for 0.2% of the portfolio, ranked #53.

Avid Wealth Partners first reported a position in ISRG in Q2 2025 and has held it in 6 quarters since. The position peaked at $472K in Q1 2026. 1,218 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Avid Wealth Partners held 1,059 shares of Intuitive Surgical worth $431K as of Q3 2026.
  • Avid Wealth Partners bought 52 Intuitive Surgical shares in Q3 2026, an estimated $19.8K.
  • Intuitive Surgical made up 0.2% of Avid Wealth Partners's portfolio in Q3 2026, its #53 holding.
  • Avid Wealth Partners first reported a position in Intuitive Surgical in Q2 2025 and has held it in 6 quarters since.
  • Avid Wealth Partners's Intuitive Surgical position peaked at $472K in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.