Triad Wealth Partners
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
Q3 		$539K Buy
1,325
+10
+0.8% +$3.82K 0.03% 301
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Triad Wealth Partners's ISRG Position: Q3 2026 in Review

Triad Wealth Partners increased its Intuitive Surgical (ISRG) stake by 0.76% in Q3 2026, buying an estimated $3.82K and bringing the position to 1,325 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #301.

Triad Wealth Partners first reported a position in ISRG in Q2 2024 and has held it in 6 quarters since. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Triad Wealth Partners held 1,325 shares of Intuitive Surgical worth $539K as of Q3 2026.
  • Triad Wealth Partners bought 10 Intuitive Surgical shares in Q3 2026, an estimated $3.82K.
  • Intuitive Surgical made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #301 holding.
  • Triad Wealth Partners first reported a position in Intuitive Surgical in Q2 2024 and has held it in 6 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.