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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
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 $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

TritonPoint Wealth's ISRG Position: Q1 2026 in Review

TritonPoint Wealth reduced its Intuitive Surgical (ISRG) stake by 1.9% in Q1 2026, selling an estimated $271K and leaving 27,344 shares worth $12.6M. The position accounts for 1.35% of the portfolio, ranked #19.

TritonPoint Wealth first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.9M in Q4 2024. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • TritonPoint Wealth held 27,344 shares of Intuitive Surgical worth $12.6M as of Q1 2026.
  • TritonPoint Wealth sold 536 Intuitive Surgical shares in Q1 2026, an estimated $271K.
  • Intuitive Surgical made up 1.35% of TritonPoint Wealth's portfolio in Q1 2026, its #19 holding.
  • TritonPoint Wealth first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's Intuitive Surgical position peaked at $15.9M in Q4 2024.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.