Ownership history in BROWN ADVISORY INC Β· 63 quarters on record
This page tracks every 13F SEC filing in which BROWN ADVISORY INC reported a position in INTUITIVE SURGICAL INC COM NEW (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.
π BROWN ADVISORY INC outperformed the S&P 500 by +7.5% annually on this ISRG position. Timing score: 45% (28/62 decisions correct). Average cost basis: $227.23. Maximum drawdown during holding period: β47.8%.
π₯ Exceptional β beat the S&P 500 by 7.5% per year on this position.
62 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
28 of 62 add/trim decisions correct
Best entry: $28.64 (2010 Q4) Β· Worst: $521.96 (2024 Q4)
πͺ Held through 2 major drawdowns (>20%).
24 adds Β· 39 trims. Bought during 11 of 22 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.2% of portfolio
β 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.
As of 2025 Q4 β sorted by position size