TPM
ISRG icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return