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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
Q2 		$19.1M Sell
47,983
-105,267
-69% -$46M 2.35% 15
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 $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 $3.37T AUM 44.26% 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

Tri Locum Partners's ISRG Position: Q2 2026 in Review

Tri Locum Partners reduced its Intuitive Surgical (ISRG) stake by 69% in Q2 2026, selling an estimated $46M and leaving 47,983 shares worth $19.1M. The position accounts for 2.35% of the portfolio, ranked #15.

Tri Locum Partners first reported a position in ISRG in Q3 2023 and has held it in 4 quarters since. The position peaked at $70.6M in Q1 2026. 2,249 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Tri Locum Partners held 47,983 shares of Intuitive Surgical worth $19.1M as of Q2 2026.
  • Tri Locum Partners sold 105,267 Intuitive Surgical shares in Q2 2026, an estimated $46M.
  • Intuitive Surgical made up 2.35% of Tri Locum Partners's portfolio in Q2 2026, its #15 holding.
  • Tri Locum Partners first reported a position in Intuitive Surgical in Q3 2023 and has held it in 4 quarters since.
  • Tri Locum Partners's Intuitive Surgical position peaked at $70.6M in Q1 2026.
  • 2,249 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Tri Locum Partners's 13F filing for Q2 2026, filed 14 Aug 2026.