AWM
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Avior Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Avior Wealth Management’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 		$706K Sell
1,775
-7
-0.4% -$3.06K 0.02% 445
2026
Q1 		$822K Sell
1,782
-86
-5% -$43.5K 0.02% 408
2025
Q4 		$1.06M Buy
1,868
+145
+8% +$77.2K 0.03% 300
2025
Q3 		$771K Buy
1,723
+23
+1% +$11K 0.02% 349
2025
Q2 		$924K Buy
1,700
+382
+29% +$200K 0.03% 306
2025
Q1 		$653K Sell
1,318
-382
-22% -$211K 0.02% 349
2024
Q4 		$887K Sell
1,700
-69
-4% -$35.9K 0.03% 305
2024
Q3 		$869K Sell
1,769
-126
-7% -$58.7K 0.03% 317
2024
Q2 		$843K Sell
1,895
-374
-16% -$149K 0.04% 313
2024
Q1 		$906K Buy
2,269
+551
+32% +$208K 0.04% 308
2023
Q4 		$580K Hold
1,718
– – 0.04% 310
2023
Q3 		$502K Hold
1,718
– – 0.03% 329
2023
Q2 		$587K Hold
1,718
– – 0.04% 298
2023
Q1 		$439K Buy
1,718
+21
+1% +$5.17K 0.03% 387
2022
Q4 		$450K Hold
1,697
– – 0.03% 326
2022
Q3 		$317K Buy
1,697
+193
+13% +$41.5K 0.03% 377
2022
Q2 		$301K Sell
1,504
-6
-0.4% -$1.41K 0.03% 351
2022
Q1 		$455K Sell
1,510
-341
-18% -$99.6K 0.04% 313
2021
Q4 		$664K Sell
1,851
-30
-2% -$10.3K 0.05% 266
2021
Q3 		$623K Buy
1,881
+63
+3% +$21.2K 0.05% 266
2021
Q2 		$556K Sell
1,818
-306
-14% -$85.8K 0.06% 282
2021
Q1 		$522K Hold
2,124
– – 0.06% 290
2020
Q4 		$578K Buy
2,124
+3
+0.1% +$745 0.07% 237
2020
Q3 		$501K Buy
2,121
+378
+22% +$84.9K 0.07% 233
2020
Q2 		$330K Buy
1,743
+1,326
+318% +$238K 0.05% 318
2020
Q1 		$68K Buy
417
+390
+1,444% +$71.4K 0.01% 439
2019
Q4 		$5K Sell
27
-198
-88% -$37.1K ﹤0.01% 654
2019
Q3 		$40K Hold
225
– – 0.01% 470
2019
Q2 		$39K Buy
225
+198
+733% +$33.9K 0.01% 468
2019
Q1 		$5K Hold
27
– – ﹤0.01% 567
2018
Q4 		$4K Sell
27
-423
-94% -$71.7K ﹤0.01% 632
2018
Q3 		$86K Hold
450
– – 0.02% 451
2018
Q2 		$72K Hold
450
– – 0.02% 463
2018
Q1 		$62K Hold
450
– – 0.01% 472
2017
Q4 		$55K Hold
450
– – 0.01% 476
2017
Q3 		$52K Hold
450
– – 0.02% 215
2017
Q2 		$47K Hold
450
– – 0.02% 198
2017
Q1 		$38K Hold
450
– – 0.01% 252
2016
Q4 		$32K Hold
450
– – 0.01% 246
2016
Q3 		$36K Hold
450
– – 0.01% 246
2016
Q2 		$33K Hold
450
– – 0.01% 235
2016
Q1 		$30K Hold
450
– – 0.01% 247
2015
Q4 		$27K Buy
+450
New +$25.3K 0.01% 225

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Avior Wealth Management's ISRG Position: Q2 2026 in Review

Avior Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.39% in Q2 2026, selling an estimated $3.06K and leaving 1,775 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #445.

Avior Wealth Management first reported a position in ISRG in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.06M in Q4 2025. 647 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Avior Wealth Management held 1,775 shares of Intuitive Surgical worth $706K as of Q2 2026.
  • Avior Wealth Management sold 7 Intuitive Surgical shares in Q2 2026, an estimated $3.06K.
  • Intuitive Surgical made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #445 holding.
  • Avior Wealth Management first reported a position in Intuitive Surgical in Q4 2015 and has held it in 43 quarters since.
  • Avior Wealth Management's Intuitive Surgical position peaked at $1.06M in Q4 2025.
  • 647 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.