ISRG β€” INTUITIVE SURGICAL INC. USD 0. Com

Ownership history in BARCLAYS PLC  Β·  156 quarters on record

This page tracks every 13F SEC filing in which BARCLAYS PLC reported a position in INTUITIVE SURGICAL INC. USD 0. Com (ISRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.44% (2010 Q2)
πŸ“Š Avg. % of fund
0.07%
πŸ“… First filed
2005 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
156

Position Intelligence

BARCLAYS PLC Γ— ISRG AI Analytics

πŸ“ˆ BARCLAYS PLC outperformed the S&P 500 by +7.9% annually on this ISRG position. Timing score: 54% (82/153 decisions correct). Average cost basis: $338.36. Maximum drawdown during holding period: –70.6%.

πŸ“ˆ Position Alpha vs SPY
+7.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 7.9% per year on this position.
154 quarters analyzed

⏱️ Timing Score
54%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
82 of 153 add/trim decisions correct

πŸ’° Entry Quality
$338.36
+67.4% vs current ($566.36)

Best entry: $12.78 (2006 Q2)  Β·  Worst: $566.36 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–70.6%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

78 adds Β· 77 trims. Bought during 13 of 30 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ISRG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,000 -2,226,880 -99.6% 0.00% $4.5M $566.36
2025 Q4 ADDED 2,234,880 +2,059,880 +1177.1% 0.30% $1.27B $566.36
2025 Q3 REDUCED 175,000 -1,826,887 -91.3% 0.02% $78.3M $447.23
2025 Q3 ADDED 2,001,887 +1,981,487 +9713.2% 0.19% $895.3M $447.23
2025 Q3 REDUCED 20,400 -1,729,435 -98.8% 0.00% $9.1M $447.23
2025 Q2 ADDED 1,749,835 +11,696 +0.7% 0.38% $950.9M $543.41
2025 Q1 ADDED 1,738,139 +1,693,139 +3762.5% 0.24% $860.8M $495.27
2025 Q1 REDUCED 45,000 -5,400 -10.7% 0.01% $22.3M $495.27
2024 Q4 REDUCED 50,400 -1,449,062 -96.6% 0.01% $26.3M $521.96
2024 Q4 ADDED 1,499,462 +114,517 +8.3% 0.22% $782.7M $521.96
146 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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