Trilogy Capital
ISRG icon

Trilogy Capital’s Intuitive Surgical ISRG Stock Holding History

Trilogy Capital’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 		$5.04M Buy
12,404
+3,531
+40% +$1.35M 0.19% 91
2026
Q2 		$3.53M Buy
8,873
+1,281
+17% +$560K 0.14% 127
2026
Q1 		$3.5M Buy
7,592
+971
+15% +$491K 0.15% 105
2025
Q4 		$3.75M Buy
6,621
+1,215
+22% +$647K 0.17% 99
2025
Q3 		$2.42M Buy
5,406
+1,038
+24% +$498K 0.11% 136
2025
Q2 		$2.37M Buy
+4,368
New +$2.28M 0.12% 135

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Trilogy Capital's ISRG Position: Q3 2026 in Review

Trilogy Capital increased its Intuitive Surgical (ISRG) stake by 40% in Q3 2026, buying an estimated $1.35M and bringing the position to 12,404 shares worth $5.04M. The position accounts for 0.19% of the portfolio, ranked #91.

Trilogy Capital first reported a position in ISRG in Q2 2025 and has held it in 6 quarters since. 417 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Trilogy Capital held 12,404 shares of Intuitive Surgical worth $5.04M as of Q3 2026.
  • Trilogy Capital bought 3,531 Intuitive Surgical shares in Q3 2026, an estimated $1.35M.
  • Intuitive Surgical made up 0.19% of Trilogy Capital's portfolio in Q3 2026, its #91 holding.
  • Trilogy Capital first reported a position in Intuitive Surgical in Q2 2025 and has held it in 6 quarters since.
  • 417 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.