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Tri Locum Partners’s Intuitive Surgical ISRG Stock Holding History

Tri Locum Partners’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 		$70.6M Buy
+153,250
New +$77.5M 9.91% 2
2025
Q3 		– Sell
-12,824
Closed -$6.97M – 23
2025
Q2 		$6.97M Buy
+12,824
New +$6.71M 2.11% 17
2023
Q4 		– Sell
-8,353
Closed -$2.44M – 41
2023
Q3 		$2.44M Buy
+8,353
New +$2.61M 0.78% 32

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

Tri Locum Partners's ISRG Position: Q1 2026 in Review

Tri Locum Partners opened a new position in Intuitive Surgical (ISRG) in Q1 2026: 153,250 shares worth $70.6M. The stake represents 9.91% of the portfolio and ranks #2 among its holdings. This is a return to the name: Tri Locum Partners previously reported a position in ISRG as recently as Q2 2025.

Tri Locum Partners first reported a position in ISRG in Q3 2023 and has held it in 3 quarters since. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Tri Locum Partners held 153,250 shares of Intuitive Surgical worth $70.6M as of Q1 2026.
  • Intuitive Surgical was a new Tri Locum Partners position in Q1 2026.
  • Intuitive Surgical made up 9.91% of Tri Locum Partners's portfolio in Q1 2026, its #2 holding.
  • Tri Locum Partners first reported a position in Intuitive Surgical in Q3 2023 and has held it in 3 quarters since.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Tri Locum Partners's 13F filing for Q1 2026, filed 18 May 2026.