ISRG β€” Intuitive Surgical

Ownership history in DILLON & ASSOCIATES INC  Β·  24 quarters on record

AI Ownership Summary

DILLON & ASSOCIATES INC reported Intuitive Surgical (ISRG) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.33% in 2025 Q4. The latest visible filing shows ISRG at 2.33% 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 DILLON & ASSOCIATES INC's position in Intuitive Surgical, 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 2.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% 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
2023 Q4 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 DILLON & ASSOCIATES INC held ISRG β€” position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 31,836 +3,362 +11.8% 2.33% $18.0M 2026-02-14 (Est.) $485.84
2025 Q3 ADDED 28,474 +1,436 +5.3% 1.64% $12.7M 2025-10-28 $545.39
2025 Q2 ADDED 27,038 +621 +2.4% 1.99% $14.7M 2025-08-05 $477.00
2025 Q1 ADDED 26,417 +1,594 +6.4% 1.94% $13.1M 2025-05-12 $561.43
2024 Q4 ADDED 24,823 +549 +2.3% 1.80% $13.0M 2025-02-11 $591.65
2024 Q3 ADDED 24,274 +277 +1.2% 1.68% $11.9M 2024-11-05 $515.17
2024 Q2 ADDED 23,997 +291 +1.2% 1.55% $10.7M 2024-08-06 $447.66
2024 Q1 ADDED 23,706 +144 +0.6% 1.49% $9.5M 2024-04-30 $370.62
2023 Q4 REDUCED 23,562 -260 -1.1% 1.44% $7.9M 2024-02-08 $386.94
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About DILLON & ASSOCIATES INC and ISRG

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

How long has DILLON & ASSOCIATES INC reported owning ISRG?

DILLON & ASSOCIATES INC reported ISRG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ISRG position in DILLON & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for ISRG was 2.33% in 2025 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q4, when DILLON & ASSOCIATES INC reported 31,836 shares, equal to 2.33% of portfolio, with an estimated market value of $18.0M.

What does the chart on this ISRG ownership page compare?

The chart compares DILLON & ASSOCIATES INC'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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