ISRG — Intuitive Surgical Inc

Ownership history in Corient IA LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Corient IA LLC reported a position in Intuitive Surgical Inc (ISRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.62% (2025 Q4)
Avg. % of fund
1.17%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 3,050 — 0% 1.62% $1.7M $566.36
2025 Q3 UNCHANGED 3,050 — 0% 1.02% $1.4M $447.23
2025 Q2 UNCHANGED 3,050 — 0% 0.98% $1.7M $543.41
2025 Q1 INITIATED 3,050 — — 1.07% $1.5M $495.27
% of Fund (quarterly)    ISRG price (monthly, adj. close)

Other funds also holding ISRG

As of 2025 Q4 — sorted by position size

Deuterium Capital Management, LLC 3Y 12.67% Battery Global Advisors, LLC 12.57% OXFORD FINANCIAL GROUP, LTD. LLC 3Y 7Y 11.33% BENDER ROBERT & ASSOCIATES 3Y 7Y 8.52% Biondo Investment Advisors, LLC 3Y 7Y 8.18% Connective Capital Management, LLC 3Y 7Y 7.78% Martin Capital Advisors, LLP 3Y 6.66% Westwind Capital 3Y 7Y 6.32% Rockport Wealth LLC 6.29% UNIO CAPITAL LLC 3Y 7Y 6.17%
← Back to Corient IA LLC Holdings