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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aviso Financial's ISRG Position: Q1 2026 in Review

Aviso Financial increased its Intuitive Surgical (ISRG) stake by 129% in Q1 2026, buying an estimated $49.1K and bringing the position to 172 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Aviso Financial first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Aviso Financial held 172 shares of Intuitive Surgical worth $79.3K as of Q1 2026.
  • Aviso Financial bought 97 Intuitive Surgical shares in Q1 2026, an estimated $49.1K.
  • Intuitive Surgical made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #243 holding.
  • Aviso Financial first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Intuitive Surgical position peaked at $1M in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.