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Trifecta Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Trifecta Capital Advisors’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 		$5.9M Buy
14,831
+85
+0.6% +$37.1K 0.76% 37
2026
Q1 		$6.8M Buy
14,746
+285
+2% +$144K 1.05% 35
2025
Q4 		$8.19M Buy
14,461
+447
+3% +$238K 1.21% 26
2025
Q3 		$6.27M Buy
14,014
+646
+5% +$310K 0.95% 35
2025
Q2 		$7.26M Buy
13,368
+802
+6% +$419K 1.21% 28
2025
Q1 		$6.22M Buy
12,566
+1,052
+9% +$582K 1.3% 27
2024
Q4 		$6.01M Buy
11,514
+655
+6% +$341K 1.19% 27
2024
Q3 		$5.33M Buy
10,859
+330
+3% +$154K 1.12% 30
2024
Q2 		$4.68M Buy
10,529
+1,296
+14% +$516K 1.04% 33
2024
Q1 		$3.68M Buy
9,233
+680
+8% +$257K 0.9% 36
2023
Q4 		$2.89M Buy
8,553
+610
+8% +$182K 0.8% 36
2023
Q3 		$2.32M Buy
7,943
+1,225
+18% +$383K 0.75% 38
2023
Q2 		$2.3M Buy
6,718
+695
+12% +$210K 0.74% 41
2023
Q1 		$1.54M Buy
6,023
+70
+1% +$17.2K 0.54% 48
2022
Q4 		$1.58M Buy
+5,953
New +$1.45M 0.63% 45

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Trifecta Capital Advisors's ISRG Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Intuitive Surgical (ISRG) stake by 0.58% in Q2 2026, buying an estimated $37.1K and bringing the position to 14,831 shares worth $5.9M. The position accounts for 0.76% of the portfolio, ranked #37.

Trifecta Capital Advisors first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.19M in Q4 2025. 2,235 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Trifecta Capital Advisors held 14,831 shares of Intuitive Surgical worth $5.9M as of Q2 2026.
  • Trifecta Capital Advisors bought 85 Intuitive Surgical shares in Q2 2026, an estimated $37.1K.
  • Intuitive Surgical made up 0.76% of Trifecta Capital Advisors's portfolio in Q2 2026, its #37 holding.
  • Trifecta Capital Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Intuitive Surgical position peaked at $8.19M in Q4 2025.
  • 2,235 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.