Aviso Wealth Management
ISRG icon

Aviso Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Aviso 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
Q3 		$1.38M Sell
3,406
-635
-16% -$242K 0.53% 45
2026
Q2 		$1.61M Sell
4,041
-94
-2% -$41.1K 0.55% 41
2026
Q1 		$1.91M Sell
4,135
-24
-0.6% -$12.1K 0.86% 30
2025
Q4 		$2.36M Buy
4,159
+1,536
+59% +$818K 0.99% 25
2025
Q3 		$1.17M Buy
2,623
+2,034
+345% +$976K 0.51% 49
2025
Q2 		$320K Buy
589
+5
+0.9% +$2.61K 0.15% 115
2025
Q1 		$289K Buy
584
+182
+45% +$101K 0.15% 115
2024
Q4 		$210K Sell
402
-28
-7% -$14.6K 0.11% 139
2024
Q3 		$211K Buy
+430
New +$200K 0.11% 140

Other funds holding ISRG

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Aviso Wealth Management's ISRG Position: Q3 2026 in Review

Aviso Wealth Management reduced its Intuitive Surgical (ISRG) stake by 16% in Q3 2026, selling an estimated $242K and leaving 3,406 shares worth $1.38M. The position accounts for 0.53% of the portfolio, ranked #45.

Aviso Wealth Management first reported a position in ISRG in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.36M in Q4 2025. 1,167 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Aviso Wealth Management held 3,406 shares of Intuitive Surgical worth $1.38M as of Q3 2026.
  • Aviso Wealth Management sold 635 Intuitive Surgical shares in Q3 2026, an estimated $242K.
  • Intuitive Surgical made up 0.53% of Aviso Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Aviso Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and has held it in 9 quarters since.
  • Aviso Wealth Management's Intuitive Surgical position peaked at $2.36M in Q4 2025.
  • 1,167 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.