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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
Q2 		$464K Sell
1,167
-3
-0.3% -$1.31K 0.14% 185
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 $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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's ISRG Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Intuitive Surgical (ISRG) stake by 0.26% in Q2 2026, selling an estimated $1.31K and leaving 1,167 shares worth $464K. The position accounts for 0.14% of the portfolio, ranked #185.

Tred Avon Family Wealth first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $673K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Tred Avon Family Wealth held 1,167 shares of Intuitive Surgical worth $464K as of Q2 2026.
  • Tred Avon Family Wealth sold 3 Intuitive Surgical shares in Q2 2026, an estimated $1.31K.
  • Intuitive Surgical made up 0.14% of Tred Avon Family Wealth's portfolio in Q2 2026, its #185 holding.
  • Tred Avon Family Wealth first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Intuitive Surgical position peaked at $673K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.