Trivium Point Advisory’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.37M Sell
5,146
-864
-14% -$437K 0.43% 64
2025
Q4
$3.4M Sell
6,010
-400
-6% -$213K 0.34% 76
2025
Q3
$2.87M Sell
6,410
-402
-6% -$193K 0.29% 84
2025
Q2
$3.7M Buy
6,812
+5,040
+284% +$2.64M 0.4% 65
2025
Q1
$878K Sell
1,772
-54
-3% -$29.9K 0.11% 180
2024
Q4
$953K Buy
1,826
+162
+10% +$84.4K 0.12% 174
2024
Q3
$893K Buy
1,664
+143
+9% +$66.6K 0.12% 178
2024
Q2
$677K Buy
1,521
+358
+31% +$143K 0.1% 189
2024
Q1
$464K Buy
+1,163
New +$439K 0.1% 162
2022
Q2
Sell
-1,259
Closed -$363K 219
2022
Q1
$363K Sell
1,259
-61
-5% -$17.8K 0.08% 183
2021
Q4
$474K Sell
1,320
-2,586
-66% -$890K 0.1% 169
2021
Q3
$441K Buy
3,906
+2,646
+210% +$889K 0.1% 160
2021
Q2
$386K Buy
+1,260
New +$353K 0.1% 167

Other funds holding ISRG

Trivium Point Advisory's ISRG Position: Q1 2026 in Review

Trivium Point Advisory reduced its Intuitive Surgical (ISRG) stake by 14% in Q1 2026, selling an estimated $437K and leaving 5,146 shares worth $2.37M. The position accounts for 0.43% of the portfolio, ranked #64.

Trivium Point Advisory first reported a position in ISRG in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.7M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Trivium Point Advisory held 5,146 shares of Intuitive Surgical worth $2.37M as of Q1 2026.
  • Trivium Point Advisory sold 864 Intuitive Surgical shares in Q1 2026, an estimated $437K.
  • Intuitive Surgical made up 0.43% of Trivium Point Advisory's portfolio in Q1 2026, its #64 holding.
  • Trivium Point Advisory first reported a position in Intuitive Surgical in Q2 2021 and has held it in 13 quarters since.
  • Trivium Point Advisory's Intuitive Surgical position peaked at $3.7M in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.