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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
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

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 Wealth Management's ISRG Position: Q1 2026 in Review

Aviso Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.58% in Q1 2026, selling an estimated $12.1K and leaving 4,135 shares worth $1.91M. The position accounts for 0.86% of the portfolio, ranked #30.

Aviso Wealth Management first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.36M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Aviso Wealth Management held 4,135 shares of Intuitive Surgical worth $1.91M as of Q1 2026.
  • Aviso Wealth Management sold 24 Intuitive Surgical shares in Q1 2026, an estimated $12.1K.
  • Intuitive Surgical made up 0.86% of Aviso Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Aviso Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • Aviso Wealth Management's Intuitive Surgical position peaked at $2.36M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.