ISRG INTUITIVE SURGICAL INC

Ownership history in ABNER HERRMAN & BROCK LLC  ·  10 quarters on record

AI Ownership Summary

ABNER HERRMAN & BROCK LLC reported INTUITIVE SURGICAL INC (ISRG) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.91% in 2025 Q2. The latest visible filing shows ISRG at 1.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ISRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABNER HERRMAN & BROCK LLC's position in INTUITIVE SURGICAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ISRG was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ABNER HERRMAN & BROCK LLC held ISRG — position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 22,106 +397 +1.8% 1.13% $10K 2026-04-07 $452.95
2025 Q4 REDUCED 21,709 -152 -0.7% 1.26% $12.3M 2026-01-06 $592.85
2025 Q3 REDUCED 21,861 -9,629 -30.6% 1.01% $9.8M 2025-10-14 $436.39
2025 Q2 ADDED 31,490 +19,000 +152.1% 1.91% $17.1M 2025-07-07 $534.71
2025 Q1 REDUCED 12,490 -410 -3.2% 0.79% $6.2M 2025-04-08 $457.63
2024 Q4 UNCHANGED 12,900 0% 0.84% $6.7M 2025-01-24 $584.05
2024 Q3 UNCHANGED 12,900 0% 0.76% $6.3M 2024-10-08 $480.79
2024 Q2 UNCHANGED 12,900 0% 0.73% $5.7M 2024-07-18 $416.14
2024 Q1 REDUCED 12,900 -1,360 -9.5% 0.64% $5.1M 2024-04-09 $390.96
2023 Q4 INITIATED 14,260 0.68% $4.8M 2024-01-09 $330.56

FAQ About ABNER HERRMAN & BROCK LLC and ISRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABNER HERRMAN & BROCK LLC reported owning ISRG?

ABNER HERRMAN & BROCK LLC reported ISRG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ISRG position in ABNER HERRMAN & BROCK LLC's portfolio?

The largest reported portfolio weight for ISRG was 1.91% in 2025 Q2.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2026 Q1, when ABNER HERRMAN & BROCK LLC reported 22,106 shares, equal to 1.13% of portfolio, with an estimated market value of $10K.

What does the chart on this ISRG ownership page compare?

The chart compares ABNER HERRMAN & BROCK LLC's quarterly ISRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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