ISRG INTUITIVE SURGICAL

Ownership history in BOWEN HANES & CO INC  ·  15 quarters on record

AI Ownership Summary

BOWEN HANES & CO INC reported INTUITIVE SURGICAL (ISRG) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.59% in 2024 Q4. The latest visible filing shows ISRG at 2.55% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ISRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOWEN HANES & CO INC's position in INTUITIVE SURGICAL, 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
2025 Q4

ISRG was reported at 2.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.59% in 2024 Q4

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 2025 Q4

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 BOWEN HANES & CO INC held ISRG — position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 179,190 +4,680 +2.7% 2.55% $101.5M 2026-02-14 (Est.) $485.84
2025 Q3 REDUCED 174,510 -9,505 -5.2% 1.95% $78.0M 2025-11-10 $576.20
2025 Q2 REDUCED 184,015 -300 -0.2% 2.52% $100.0M 2025-08-12 $478.19
2025 Q1 REDUCED 184,315 -615 -0.3% 2.54% $91.3M 2025-05-14 $565.94
2024 Q4 REDUCED 184,930 -345 -0.2% 2.59% $96.5M 2025-02-10 $595.70
2024 Q3 REDUCED 185,275 -1,035 -0.6% 2.39% $91.0M 2024-11-12 $537.07
2024 Q2 REDUCED 186,310 -50 -0.0% 2.30% $82.9M 2024-08-12 $465.53
2024 Q1 REDUCED 186,360 -3,100 -1.6% 2.12% $74.4M 2024-05-13 $380.88
2023 Q4 ADDED 189,460 +3,130 +1.7% 1.93% $63.9M 2024-02-12 $382.13
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BOWEN HANES & CO INC and ISRG

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

How long has BOWEN HANES & CO INC reported owning ISRG?

BOWEN HANES & CO INC reported ISRG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ISRG position in BOWEN HANES & CO INC's portfolio?

The largest reported portfolio weight for ISRG was 2.59% in 2024 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q4, when BOWEN HANES & CO INC reported 179,190 shares, equal to 2.55% of portfolio, with an estimated market value of $101.5M.

What does the chart on this ISRG ownership page compare?

The chart compares BOWEN HANES & CO INC'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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