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TritonPoint Wealth’s Intuitive Surgical ISRG Stock Holding History

TritonPoint Wealth’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 		$10.7M Sell
27,020
-324
-1% -$142K 1.06% 23
2026
Q1 		$12.6M Sell
27,344
-536
-2% -$271K 1.35% 19
2025
Q4 		$15.8M Sell
27,880
-1,336
-5% -$711K 1.6% 11
2025
Q3 		$13.1M Buy
29,216
+44
+0.2% +$21.1K 1.12% 17
2025
Q2 		$15.9M Sell
29,172
-920
-3% -$481K 1.47% 12
2025
Q1 		$14.9M Sell
30,092
-314
-1% -$174K 1.42% 14
2024
Q4 		$15.9M Sell
30,406
-856
-3% -$446K 1.44% 14
2024
Q3 		$15M Buy
31,262
+214
+0.7% +$99.6K 1.37% 14
2024
Q2 		$13.8M Sell
31,048
-284
-0.9% -$113K 1.33% 14
2024
Q1 		$10.3M Sell
31,332
-2,406
-7% -$909K 1.08% 23
2023
Q4 		$11.4M Buy
+33,738
New +$10.1M 1.11% 20

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

TritonPoint Wealth's ISRG Position: Q2 2026 in Review

TritonPoint Wealth reduced its Intuitive Surgical (ISRG) stake by 1.2% in Q2 2026, selling an estimated $142K and leaving 27,020 shares worth $10.7M. The position accounts for 1.06% of the portfolio, ranked #23.

TritonPoint Wealth first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.9M in Q4 2024. 2,255 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • TritonPoint Wealth held 27,020 shares of Intuitive Surgical worth $10.7M as of Q2 2026.
  • TritonPoint Wealth sold 324 Intuitive Surgical shares in Q2 2026, an estimated $142K.
  • Intuitive Surgical made up 1.06% of TritonPoint Wealth's portfolio in Q2 2026, its #23 holding.
  • TritonPoint Wealth first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Intuitive Surgical position peaked at $15.9M in Q4 2024.
  • 2,255 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.