AWE
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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
Q3 		$774K Buy
1,904
+422
+28% +$161K 0.02% 382
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Avidian Wealth Enterprises's ISRG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Intuitive Surgical (ISRG) stake by 28% in Q3 2026, buying an estimated $161K and bringing the position to 1,904 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #382.

Avidian Wealth Enterprises first reported a position in ISRG in Q2 2021 and has held it in 15 quarters since. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Avidian Wealth Enterprises held 1,904 shares of Intuitive Surgical worth $774K as of Q3 2026.
  • Avidian Wealth Enterprises bought 422 Intuitive Surgical shares in Q3 2026, an estimated $161K.
  • Intuitive Surgical made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #382 holding.
  • Avidian Wealth Enterprises first reported a position in Intuitive Surgical in Q2 2021 and has held it in 15 quarters since.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.