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Triad Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Triad Wealth 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 		$494K Buy
1,315
+751
+133% +$328K 0.03% 314
2026
Q1 		$260K Buy
564
+131
+30% +$66.3K 0.02% 423
2025
Q4 		$245K Buy
+433
New +$231K 0.02% 427
2025
Q1 		– Sell
-467
Closed -$244K – 217
2024
Q4 		$244K Buy
+467
New +$243K 0.09% 159
2024
Q3 		– Sell
-610
Closed -$271K – 463
2024
Q2 		$271K Buy
+610
New +$243K 0.14% 72

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

Triad Wealth Partners's ISRG Position: Q2 2026 in Review

Triad Wealth Partners increased its Intuitive Surgical (ISRG) stake by 133% in Q2 2026, buying an estimated $328K and bringing the position to 1,315 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #314.

Triad Wealth Partners first reported a position in ISRG in Q2 2024 and has held it in 5 quarters since. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Triad Wealth Partners held 1,315 shares of Intuitive Surgical worth $494K as of Q2 2026.
  • Triad Wealth Partners bought 751 Intuitive Surgical shares in Q2 2026, an estimated $328K.
  • Intuitive Surgical made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #314 holding.
  • Triad Wealth Partners first reported a position in Intuitive Surgical in Q2 2024 and has held it in 5 quarters since.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.