Brick & Kyle, Associates ISRG INTUITIVE SURGICAL INC

Ownership history in Brick & Kyle, Associates  ·  12 quarters on record

AI Ownership Summary

Brick & Kyle, Associates reported INTUITIVE SURGICAL INC (ISRG) in 12 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.19% in 2025 Q4. The latest visible filing shows ISRG at 1.19% 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 Brick & Kyle, Associates'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
2025 Q4

ISRG was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 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 Brick & Kyle, Associates 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 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5,921 -30 -0.5% 1.19% $3.4M 2026-02-14 (Est.) $485.84
2025 Q3 ADDED 5,951 +5,901 +11802.0% 0.98% $2.7M 2025-11-14 $549.51
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Brick & Kyle, Associates and ISRG

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

How long has Brick & Kyle, Associates reported owning ISRG?

Brick & Kyle, Associates reported ISRG across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported ISRG position in Brick & Kyle, Associates's portfolio?

The largest reported portfolio weight for ISRG was 1.19% in 2025 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q4, when Brick & Kyle, Associates reported 5,921 shares, equal to 1.19% of portfolio, with an estimated market value of $3.4M.

What does the chart on this ISRG ownership page compare?

The chart compares Brick & Kyle, Associates'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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