TWP
ISRG icon

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
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 $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

Triad Wealth Partners's ISRG Position: Q1 2026 in Review

Triad Wealth Partners increased its Intuitive Surgical (ISRG) stake by 30% in Q1 2026, buying an estimated $66.3K and bringing the position to 564 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #423.

Triad Wealth Partners first reported a position in ISRG in Q2 2024 and has held it in 4 quarters since. The position peaked at $271K in Q2 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Triad Wealth Partners held 564 shares of Intuitive Surgical worth $260K as of Q1 2026.
  • Triad Wealth Partners bought 131 Intuitive Surgical shares in Q1 2026, an estimated $66.3K.
  • Intuitive Surgical made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #423 holding.
  • Triad Wealth Partners first reported a position in Intuitive Surgical in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's Intuitive Surgical position peaked at $271K in Q2 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.