TAFW
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Tred Avon Family Wealth’s Intuitive Surgical ISRG Stock Holding History

Tred Avon Family Wealth’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 		$539K Sell
1,170
-19
-2% -$9.61K 0.18% 162
2025
Q4 		$673K Buy
+1,189
New +$633K 0.22% 133

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

Tred Avon Family Wealth's ISRG Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Intuitive Surgical (ISRG) stake by 1.6% in Q1 2026, selling an estimated $9.61K and leaving 1,170 shares worth $539K. The position accounts for 0.18% of the portfolio, ranked #162.

Tred Avon Family Wealth first reported a position in ISRG in Q4 2025 and has held it in 2 quarters since. The position peaked at $673K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Tred Avon Family Wealth held 1,170 shares of Intuitive Surgical worth $539K as of Q1 2026.
  • Tred Avon Family Wealth sold 19 Intuitive Surgical shares in Q1 2026, an estimated $9.61K.
  • Intuitive Surgical made up 0.18% of Tred Avon Family Wealth's portfolio in Q1 2026, its #162 holding.
  • Tred Avon Family Wealth first reported a position in Intuitive Surgical in Q4 2025 and has held it in 2 quarters since.
  • Tred Avon Family Wealth's Intuitive Surgical position peaked at $673K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.