AWE
ISRG icon

Avidian Wealth Enterprises’s Intuitive Surgical ISRG Stock Holding History

Avidian Wealth Enterprises’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 		$589K Buy
1,482
+363
+32% +$159K 0.02% 433
2026
Q1 		$516K Buy
1,119
+219
+24% +$111K 0.02% 427
2025
Q4 		$510K Sell
900
-108
-11% -$57.5K 0.02% 373
2025
Q3 		$451K Sell
1,008
-2
-0.2% -$960 0.02% 393
2025
Q2 		$549K Buy
1,010
+22
+2% +$11.5K 0.02% 314
2025
Q1 		$489K Buy
988
+87
+10% +$48.1K 0.02% 314
2024
Q4 		$470K Buy
901
+245
+37% +$128K 0.02% 307
2024
Q3 		$322K Buy
656
+43
+7% +$20K 0.01% 385
2024
Q2 		$273K Buy
+613
New +$244K 0.01% 412
2023
Q1 		– Sell
-757
Closed -$201K – 489
2022
Q4 		$201K Buy
+757
New +$185K 0.01% 429
2022
Q2 		– Sell
-706
Closed -$213K – 476
2022
Q1 		$213K Sell
706
-134
-16% -$39.1K 0.01% 454
2021
Q4 		$302K Buy
840
+51
+6% +$17.5K 0.02% 399
2021
Q3 		$261K Buy
789
+54
+7% +$18.1K 0.02% 320
2021
Q2 		$225K Buy
+735
New +$206K 0.02% 350

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

Avidian Wealth Enterprises's ISRG Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Intuitive Surgical (ISRG) stake by 32% in Q2 2026, buying an estimated $159K and bringing the position to 1,482 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #433.

Avidian Wealth Enterprises first reported a position in ISRG in Q2 2021 and has held it in 14 quarters since. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Avidian Wealth Enterprises held 1,482 shares of Intuitive Surgical worth $589K as of Q2 2026.
  • Avidian Wealth Enterprises bought 363 Intuitive Surgical shares in Q2 2026, an estimated $159K.
  • Intuitive Surgical made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #433 holding.
  • Avidian Wealth Enterprises first reported a position in Intuitive Surgical in Q2 2021 and has held it in 14 quarters since.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.