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Trifecta Capital Advisors, LLC

SEC CIK
0001962615
Latest filing
Aug 3, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Trifecta Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overviewAll 13F holders of ISRGFull Q2 2026 holdings

Shares (Q2 2026)
14,831
Value
$5.90M
% of portfolio
0.8%
Quarters held
15
Since Q4 2022
Holdings of ISRG by Trifecta Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,831$5.90M0.8%+85+0.6%AddedHolders
Q1 202614,746$6.80M1.1%+285+2.0%AddedHolders
Q4 202514,461$8.19M1.2%+447+3.2%AddedHolders
Q3 202514,014$6.27M1.0%+646+4.8%AddedHolders
Q2 202513,368$7.26M1.2%+802+6.4%AddedHolders
Q1 202512,566$6.22M1.3%+1,052+9.1%AddedHolders
Q4 202411,514$6.01M1.2%+655+6.0%AddedHolders
Q3 202410,859$5.33M1.1%+330+3.1%AddedHolders
Q2 202410,529$4.68M1.0%+1,296+14.0%AddedHolders
Q1 20249,233$3.68M0.9%+680+8.0%AddedHolders
Q4 20238,553$2.89M0.8%+610+7.7%AddedHolders
Q3 20237,943$2.32M0.7%+1,225+18.2%AddedHolders
Q2 20236,718$2.30M0.7%+695+11.5%AddedHolders
Q1 20236,023$1.54M0.5%+70+1.2%AddedHolders
Q4 20225,953$1.58M0.6%–No prior filingHolders