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Aviso Financial’s Intuitive Surgical ISRG Stock Holding History

Aviso Financial’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 		$129K Buy
324
+152
+88% +$66.4K ﹤0.01% 215
2026
Q1 		$79.3K Buy
172
+97
+129% +$49.1K ﹤0.01% 243
2025
Q4 		$42.5K Sell
75
-1,819
-96% -$968K ﹤0.01% 247
2025
Q3 		$847K Buy
1,894
+47
+3% +$22.6K 0.03% 173
2025
Q2 		$1M Buy
1,847
+424
+30% +$222K 0.05% 152
2025
Q1 		$705K Sell
1,423
-72
-5% -$39.8K 0.03% 176
2024
Q4 		$780K Sell
1,495
-13
-0.9% -$6.77K 0.04% 175
2024
Q3 		$741K Buy
1,508
+59
+4% +$27.5K 0.04% 177
2024
Q2 		$645K Buy
+1,449
New +$577K 0.04% 179

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

Aviso Financial's ISRG Position: Q2 2026 in Review

Aviso Financial increased its Intuitive Surgical (ISRG) stake by 88% in Q2 2026, buying an estimated $66.4K and bringing the position to 324 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Aviso Financial first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1M in Q2 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Aviso Financial held 324 shares of Intuitive Surgical worth $129K as of Q2 2026.
  • Aviso Financial bought 152 Intuitive Surgical shares in Q2 2026, an estimated $66.4K.
  • Intuitive Surgical made up ﹤0.01% of Aviso Financial's portfolio in Q2 2026, its #215 holding.
  • Aviso Financial first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Intuitive Surgical position peaked at $1M in Q2 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.