Triasima Portfolio Management’s Intuitive Surgical ISRG Stock Holding History

Triasima Portfolio 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
2025 Q3	–	Sell	-1,212	Closed	-$659K	–	161
2025 Q2	$659K	Sell	1,212 -273	-18%	-$143K	0.12%	108
2025 Q1	$735K	Buy	1,485 +975	+191%	+$539K	0.14%	111
2024 Q4	$266K	Buy	+510	New	+$266K	0.05%	131
2022 Q2	–	Sell	-1,859	Closed	-$561K	–	155
2022 Q1	$561K	Sell	1,859 -571	-23%	-$167K	0.03%	121
2021 Q4	$873K	Sell	2,430 -231	-9%	-$79.5K	0.04%	114
2021 Q3	$882K	Buy	2,661 +612	+30%	+$206K	0.05%	114
2021 Q2	$628K	Buy	2,049 +15	+0.7%	+$4.21K	0.03%	135
2021 Q1	$501K	Hold	2,034	–	–	0.03%	142
2020 Q4	$555K	Buy	+2,034	New	+$505K	0.03%	130

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Triasima Portfolio Management's ISRG Position: Q3 2025 in Review

Triasima Portfolio Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 1,212 shares — an estimated $659K sold.

Triasima Portfolio Management first reported a position in ISRG in Q4 2020 and held it in 9 quarters. The position peaked at $882K in Q3 2021. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Triasima Portfolio Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
Triasima Portfolio Management sold 1,212 Intuitive Surgical shares in Q3 2025, an estimated $659K.
Triasima Portfolio Management first reported a position in Intuitive Surgical in Q4 2020 and held it in 9 quarters.
Triasima Portfolio Management's Intuitive Surgical position peaked at $882K in Q3 2021.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Triasima Portfolio Management's 13F filing for Q3 2025, filed 29 Oct 2025.