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Trinity Legacy Partners’s Intuitive Surgical ISRG Stock Holding History

Trinity Legacy Partners’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 		$2.47M Buy
6,141
+483
+9% +$211K 0.49% 63
2026
Q1 		$2.64M Buy
5,658
+408
+8% +$206K 0.57% 59
2025
Q4 		$2.97M Buy
5,250
+71
+1% +$37.8K 0.68% 57
2025
Q3 		$2.77M Buy
5,179
+212
+4% +$102K 0.64% 59
2025
Q2 		$2.55M Buy
4,967
+53
+1% +$27.7K 0.62% 58
2025
Q1 		$2.77M Buy
4,914
+4,064
+478% +$2.25M 0.7% 58
2024
Q4 		$444K Hold
850
– – 0.11% 80
2024
Q3 		$414K Sell
850
-156
-16% -$72.6K 0.11% 79
2024
Q2 		$448K Buy
1,006
+228
+29% +$90.8K 0.13% 77
2024
Q1 		$310K Sell
778
-277
-26% -$105K 0.09% 82
2023
Q4 		$356K Sell
1,055
-13,804
-93% -$4.11M 0.11% 82
2023
Q3 		$4.34M Sell
14,859
-728
-5% -$227K 1.5% 25
2023
Q2 		$5.33M Buy
15,587
+2,442
+19% +$739K 1.86% 20
2023
Q1 		$3.36M Buy
+13,145
New +$3.24M 1.26% 35

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

Trinity Legacy Partners's ISRG Position: Q2 2026 in Review

Trinity Legacy Partners increased its Intuitive Surgical (ISRG) stake by 8.5% in Q2 2026, buying an estimated $211K and bringing the position to 6,141 shares worth $2.47M. The position accounts for 0.49% of the portfolio, ranked #63.

Trinity Legacy Partners first reported a position in ISRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.33M in Q2 2023. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Trinity Legacy Partners held 6,141 shares of Intuitive Surgical worth $2.47M as of Q2 2026.
  • Trinity Legacy Partners bought 483 Intuitive Surgical shares in Q2 2026, an estimated $211K.
  • Intuitive Surgical made up 0.49% of Trinity Legacy Partners's portfolio in Q2 2026, its #63 holding.
  • Trinity Legacy Partners first reported a position in Intuitive Surgical in Q1 2023 and has held it in 14 quarters since.
  • Trinity Legacy Partners's Intuitive Surgical position peaked at $5.33M in Q2 2023.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.