ISRG INTUITIVE SURGICAL INC COM

Ownership history in Byrne Asset Management LLC  ·  17 quarters on record

AI Ownership Summary

Byrne Asset Management LLC reported INTUITIVE SURGICAL INC COM (ISRG) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q2. The latest visible filing shows ISRG at 0.03% 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 Byrne Asset Management LLC's position in INTUITIVE SURGICAL INC COM, 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 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 Byrne Asset Management LLC held ISRG — position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 103 -19 -15.6% 0.03% $47K 2026-05-15 (Est.) $452.07
2025 Q4 REDUCED 122 -2 -1.6% 0.04% $69K 2026-01-12 $572.75
2025 Q3 UNCHANGED 124 0% 0.03% $55K 2025-10-22 $527.03
2025 Q2 UNCHANGED 124 0% 0.04% $67K 2025-07-09 $528.13
2025 Q1 REDUCED 124 -33 -21.0% 0.05% $61K 2025-04-16 $481.34
2024 Q4 REDUCED 157 -55 -25.9% 0.05% $77K 2025-01-28 $574.14
2024 Q2 REDUCED 212 -5 -2.3% 0.07% $94K 2024-07-23 $455.06
2024 Q1 ADDED 217 +15 +7.4% 0.06% $87K 2024-04-22 $368.93
2023 Q4 REDUCED 202 -61 -23.2% 0.05% $68K 2024-01-29 $379.16
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Byrne Asset Management 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 Byrne Asset Management LLC reported owning ISRG?

Byrne Asset Management LLC reported ISRG across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ISRG position in Byrne Asset Management LLC's portfolio?

The largest reported portfolio weight for ISRG was 0.07% in 2024 Q2.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2026 Q1, when Byrne Asset Management LLC reported 103 shares, equal to 0.03% of portfolio, with an estimated market value of $47K.

What does the chart on this ISRG ownership page compare?

The chart compares Byrne Asset Management 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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