Ownership history in Fiduciary Group, LLC · 43 quarters on record
This page tracks every 13F SEC filing in which Fiduciary Group, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 22,528 | -295 | -1.3% | 1.07% | $12.8M | $566.36 |
| 2025 Q3 | ADDED | 22,823 | +200 | +0.9% | 0.90% | $10.2M | $447.23 |
| 2025 Q2 | ADDED | 22,623 | +6 | +0.0% | 1.16% | $12.3M | $543.41 |
| 2025 Q1 | REDUCED | 22,617 | -150 | -0.7% | 1.12% | $11.2M | $495.27 |
| 2024 Q4 | REDUCED | 22,767 | -277 | -1.2% | 1.19% | $11.9M | $521.96 |
| 2024 Q3 | REDUCED | 23,044 | -263 | -1.1% | 1.15% | $11.3M | $491.27 |
| 2024 Q2 | REDUCED | 23,307 | -315 | -1.3% | 1.11% | $10.4M | $444.85 |
| 2024 Q1 | REDUCED | 23,622 | -354 | -1.5% | 1.03% | $9.4M | $399.09 |
| 2023 Q4 | REDUCED | 23,976 | -295 | -1.2% | 0.95% | $8.1M | $337.36 |
| 2023 Q3 | REDUCED | 24,271 | -112 | -0.5% | 0.91% | $7.1M | $292.29 |
As of 2025 Q4 — sorted by position size