ISRG β€” INTUITIVE SURGICAL INC COM NEW

Ownership history in CAPITAL MANAGEMENT ASSOCIATES /NY/  Β·  6 quarters on record

AI Ownership Summary

CAPITAL MANAGEMENT ASSOCIATES /NY/ reported INTUITIVE SURGICAL INC COM NEW (ISRG) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.49% in 2025 Q4. The latest visible filing shows ISRG at 2.49% 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.

What this ISRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL MANAGEMENT ASSOCIATES /NY/'s position in INTUITIVE SURGICAL INC COM NEW, 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 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.49% 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
2024 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 CAPITAL MANAGEMENT ASSOCIATES /NY/ held ISRG β€” position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,000 +800 +36.4% 2.49% $1.7M 2026-02-14 (Est.) $485.84
2025 Q3 UNCHANGED 2,200 β€” 0% 1.47% $984K 2025-11-05 $548.55
2025 Q2 UNCHANGED 2,200 β€” 0% 1.95% $1.2M 2025-08-05 $477.00
2025 Q1 UNCHANGED 2,200 β€” 0% 2.13% $1.1M 2025-05-08 $538.16
2024 Q4 UNCHANGED 2,200 β€” 0% 1.35% $1.1M 2025-02-10 $595.70
2024 Q3 INITIATED 2,200 β€” β€” 1.20% $1.1M 2024-11-13 $536.69

FAQ About CAPITAL MANAGEMENT ASSOCIATES /NY/ and ISRG

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

How long has CAPITAL MANAGEMENT ASSOCIATES /NY/ reported owning ISRG?

CAPITAL MANAGEMENT ASSOCIATES /NY/ reported ISRG across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ISRG position in CAPITAL MANAGEMENT ASSOCIATES /NY/'s portfolio?

The largest reported portfolio weight for ISRG was 2.49% in 2025 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q4, when CAPITAL MANAGEMENT ASSOCIATES /NY/ reported 3,000 shares, equal to 2.49% of portfolio, with an estimated market value of $1.7M.

What does the chart on this ISRG ownership page compare?

The chart compares CAPITAL MANAGEMENT ASSOCIATES /NY/'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.

← Back to CAPITAL MANAGEMENT ASSOCIATES /NY/ Holdings