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Avion Wealth’s Intuitive Surgical ISRG Stock Holding History

Avion Wealth’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 		$973K Buy
2,448
+1,782
+268% +$779K 0.18% 40
2026
Q1 		$307K Sell
666
-11
-2% -$5.57K 0.06% 72
2025
Q4 		$383K Sell
677
-287
-30% -$153K 0.08% 66
2025
Q3 		$431K Sell
964
-20
-2% -$9.6K 0.09% 60
2025
Q2 		$534K Buy
984
+22
+2% +$11.5K 0.12% 51
2025
Q1 		$502K Hold
962
– – 0.13% 49
2024
Q4 		$502K Buy
962
+27
+3% +$14.1K 0.13% 49
2024
Q3 		$459K Buy
935
+7
+0.8% +$3.26K 0.12% 50
2024
Q2 		$412K Buy
928
+8
+0.9% +$3.19K 0.11% 51
2024
Q1 		$368K Buy
920
+4
+0.4% +$1.51K 0.1% 52
2023
Q4 		$309K Sell
916
-3
-0.3% -$894 0.09% 58
2023
Q3 		$268K Buy
919
+1
+0.1% +$312 0.08% 60
2023
Q2 		$313K Buy
918
+14
+2% +$4.24K 0.08% 57
2023
Q1 		$239K Buy
904
+4
+0.4% +$985 0.07% 61
2022
Q4 		$168K Hold
900
– – 0.05% 68
2022
Q3 		$169K Sell
900
-22
-2% -$4.72K 0.05% 68
2022
Q2 		$185K Buy
922
+22
+2% +$5.16K 0.06% 64
2022
Q1 		$272K Buy
+900
New +$263K 0.08% 52

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

Avion Wealth's ISRG Position: Q2 2026 in Review

Avion Wealth increased its Intuitive Surgical (ISRG) stake by 268% in Q2 2026, buying an estimated $779K and bringing the position to 2,448 shares worth $973K. The position accounts for 0.18% of the portfolio, ranked #40.

Avion Wealth first reported a position in ISRG in Q1 2022 and has held it in 18 quarters since. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Avion Wealth held 2,448 shares of Intuitive Surgical worth $973K as of Q2 2026.
  • Avion Wealth bought 1,782 Intuitive Surgical shares in Q2 2026, an estimated $779K.
  • Intuitive Surgical made up 0.18% of Avion Wealth's portfolio in Q2 2026, its #40 holding.
  • Avion Wealth first reported a position in Intuitive Surgical in Q1 2022 and has held it in 18 quarters since.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.