TWM
ISRG icon

Tripletail Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Tripletail Wealth 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
2026
Q1 		$218K Sell
483
-11
-2% -$5.57K 0.3% 65
2025
Q4 		$280K Sell
494
-32
-6% -$17K 0.35% 48
2025
Q3 		$234K Buy
526
+9
+2% +$4.32K 0.28% 64
2025
Q2 		$243K Buy
+517
New +$270K 0.35% 59

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Tripletail Wealth Management's ISRG Position: Q1 2026 in Review

Tripletail Wealth Management reduced its Intuitive Surgical (ISRG) stake by 2.2% in Q1 2026, selling an estimated $5.57K and leaving 483 shares worth $218K. The position accounts for 0.3% of the portfolio, ranked #65.

Tripletail Wealth Management first reported a position in ISRG in Q2 2025 and has held it in 4 quarters since. The position peaked at $280K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Tripletail Wealth Management held 483 shares of Intuitive Surgical worth $218K as of Q1 2026.
  • Tripletail Wealth Management sold 11 Intuitive Surgical shares in Q1 2026, an estimated $5.57K.
  • Intuitive Surgical made up 0.3% of Tripletail Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Tripletail Wealth Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's Intuitive Surgical position peaked at $280K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.