Triangle Securities Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Triangle Securities Wealth Management’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	$323K	Hold	812	–	–	0.06%	182
2026 Q1	$374K	Hold	812	–	–	0.09%	170
2025 Q4	$460K	Hold	812	–	–	0.1%	166
2025 Q3	$363K	Sell	812 -168	-17%	-$80.6K	0.08%	177
2025 Q2	$533K	Hold	980	–	–	0.13%	147
2025 Q1	$485K	Hold	980	–	–	0.12%	154
2024 Q4	$512K	Hold	980	–	–	0.13%	147
2024 Q3	$481K	Sell	980 -50	-5%	-$23.3K	0.12%	154
2024 Q2	$458K	Hold	1,030	–	–	0.13%	152
2024 Q1	$411K	Hold	1,030	–	–	0.12%	159
2023 Q4	$347K	Hold	1,030	–	–	0.11%	164
2023 Q3	$301K	Sell	1,030 -100	-9%	-$31.2K	0.11%	165
2023 Q2	$386K	Hold	1,130	–	–	0.13%	150
2023 Q1	$289K	Hold	1,130	–	–	0.1%	166
2022 Q4	$300K	Sell	1,130 -70	-6%	-$17.1K	0.11%	165
2022 Q3	$225K	Hold	1,200	–	–	0.09%	167
2022 Q2	$241K	Hold	1,200	–	–	0.09%	166
2022 Q1	$362K	Hold	1,200	–	–	0.12%	150
2021 Q4	$431K	Hold	1,200	–	–	0.13%	144
2021 Q3	$398K	Hold	1,200	–	–	0.14%	146
2021 Q2	$368K	Hold	1,200	–	–	0.12%	150
2021 Q1	$296K	Hold	1,200	–	–	0.11%	156
2020 Q4	$327K	Hold	1,200	–	–	0.13%	150
2020 Q3	$284K	Hold	1,200	–	–	0.13%	147
2020 Q2	$228K	Buy	+1,200	New	+$215K	0.11%	150
2020 Q1	–	Sell	-1,200	Closed	-$236K	–	158
2019 Q4	$236K	Hold	1,200	–	–	0.1%	147
2019 Q3	$216K	Sell	1,200 -300	-20%	-$51.9K	0.11%	148
2019 Q2	$267K	Hold	1,500	–	–	0.14%	131
2019 Q1	$285K	Sell	1,500 -300	-17%	-$53.3K	0.15%	126
2018 Q4	$287K	Sell	1,800 -42	-2%	-$7.12K	0.17%	117
2018 Q3	$352K	Hold	1,842	–	–	0.19%	118
2018 Q2	$294K	Sell	1,842 -15	-0.8%	-$2.29K	0.16%	119
2018 Q1	$256K	Sell	1,857 -900	-33%	-$126K	0.15%	123
2017 Q4	$335K	Sell	2,757 -33	-1%	-$4.13K	0.19%	111
2017 Q3	$324K	Hold	2,790	–	–	0.19%	110
2017 Q2	$290K	Hold	2,790	–	–	0.19%	111
2017 Q1	$238K	Buy	+2,790	New	+$220K	0.15%	121
2016 Q4	–	Sell	-2,790	Closed	-$225K	–	128
2016 Q3	$225K	Hold	2,790	–	–	0.16%	116
2016 Q2	$205K	Sell	2,790 -900	-24%	-$63.3K	0.15%	117
2016 Q1	$246K	Hold	3,690	–	–	0.16%	121
2015 Q4	$224K	Buy	+3,690	New	+$207K	0.15%	113
2015 Q2	–	Sell	-3,690	Closed	-$207K	–	138
2015 Q1	$207K	Hold	3,690	–	–	0.14%	136
2014 Q4	$217K	Buy	+3,690	New	+$206K	0.15%	130
2014 Q2	–	Sell	-3,690	Closed	-$201K	–	129
2014 Q1	$201K	Buy	+3,690	New	+$174K	0.18%	114
2013 Q3	–	Sell	-3,690	Closed	-$208K	–	251
2013 Q2	$208K	Buy	+3,690	New	+$203K	0.15%	116

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Triangle Securities Wealth Management's ISRG Position: Q2 2026 in Review

Triangle Securities Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 812 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #182.

Triangle Securities Wealth Management first reported a position in ISRG in Q2 2013 and has held it in 45 quarters since. The position peaked at $533K in Q2 2025. 382 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Triangle Securities Wealth Management held 812 shares of Intuitive Surgical worth $323K as of Q2 2026.
Triangle Securities Wealth Management left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.06% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #182 holding.
Triangle Securities Wealth Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 45 quarters since.
Triangle Securities Wealth Management's Intuitive Surgical position peaked at $533K in Q2 2025.
382 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.