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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
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 $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
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
SP
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Trilogy Capital's ISRG Position: Q2 2026 in Review

Trilogy Capital increased its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, buying an estimated $560K and bringing the position to 8,873 shares worth $3.53M. The position accounts for 0.14% of the portfolio, ranked #127.

Trilogy Capital first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.75M in Q4 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Trilogy Capital held 8,873 shares of Intuitive Surgical worth $3.53M as of Q2 2026.
  • Trilogy Capital bought 1,281 Intuitive Surgical shares in Q2 2026, an estimated $560K.
  • Intuitive Surgical made up 0.14% of Trilogy Capital's portfolio in Q2 2026, its #127 holding.
  • Trilogy Capital first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • Trilogy Capital's Intuitive Surgical position peaked at $3.75M in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.