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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
Q2 		$188K Sell
441
-42
-9% -$18.3K 0.22% 84
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 $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 $3.38T AUM 44.17% 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

Tripletail Wealth Management's ISRG Position: Q2 2026 in Review

Tripletail Wealth Management reduced its Intuitive Surgical (ISRG) stake by 8.7% in Q2 2026, selling an estimated $18.3K and leaving 441 shares worth $188K. The position accounts for 0.22% of the portfolio, ranked #84.

Tripletail Wealth Management first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $280K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Tripletail Wealth Management held 441 shares of Intuitive Surgical worth $188K as of Q2 2026.
  • Tripletail Wealth Management sold 42 Intuitive Surgical shares in Q2 2026, an estimated $18.3K.
  • Intuitive Surgical made up 0.22% of Tripletail Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Tripletail Wealth Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • Tripletail Wealth Management's Intuitive Surgical position peaked at $280K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.