ISRG INTUITIVE SURGICAL INC

Ownership history in FORTE CAPITAL LLC /ADV  ·  39 quarters on record

AI Ownership Summary

FORTE CAPITAL LLC /ADV reported INTUITIVE SURGICAL INC (ISRG) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 2.15% in 2024 Q2. The latest visible filing shows ISRG at 2.02% 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 FORTE CAPITAL LLC /ADV's position in INTUITIVE SURGICAL INC, 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 Q2

ISRG was reported at 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.15% 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 2025 Q2

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 FORTE CAPITAL LLC /ADV held ISRG — position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 34,582 -1,064 -3.0% 2.02% $18.8M 2025-08-14 (Est.) $477.08
2025 Q1 REDUCED 35,646 -657 -1.8% 2.09% $17.7M 2025-05-02 $529.42
2024 Q4 REDUCED 36,303 -1,484 -3.9% 2.13% $18.9M 2025-02-03 $578.55
2024 Q3 REDUCED 37,787 -2,199 -5.5% 2.10% $18.6M 2024-10-31 $503.84
2024 Q2 REDUCED 39,986 -1,056 -2.6% 2.15% $17.8M 2024-08-13 $469.23
2024 Q1 REDUCED 41,042 -2,075 -4.8% 2.03% $16.4M 2024-05-14 $384.19
2023 Q4 REDUCED 43,117 -1,307 -2.9% 1.99% $14.5M 2024-02-06 $389.69
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORTE CAPITAL LLC /ADV and ISRG

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

How long has FORTE CAPITAL LLC /ADV reported owning ISRG?

FORTE CAPITAL LLC /ADV reported ISRG across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported ISRG position in FORTE CAPITAL LLC /ADV's portfolio?

The largest reported portfolio weight for ISRG was 2.15% in 2024 Q2.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q2, when FORTE CAPITAL LLC /ADV reported 34,582 shares, equal to 2.02% of portfolio, with an estimated market value of $18.8M.

What does the chart on this ISRG ownership page compare?

The chart compares FORTE CAPITAL LLC /ADV'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 FORTE CAPITAL LLC /ADV Holdings