ISRG β€” INTUITIVE SURGICAL INC COM NEW

Ownership history in Front Row Advisors LLC  Β·  30 quarters on record

This page tracks every 13F SEC filing in which Front Row Advisors LLC reported a position in INTUITIVE SURGICAL INC COM NEW (ISRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.4% (2025 Q2)
πŸ“Š Avg. % of fund
0.78%
πŸ“… First filed
2017 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
30

Position Intelligence

Front Row Advisors LLC Γ— ISRG AI Analytics

πŸ“ˆ Front Row Advisors LLC outperformed the S&P 500 by +9.9% annually on this ISRG position. Timing score: 43% (10/23 decisions correct). Average cost basis: $323.88. Maximum drawdown during holding period: –47.8%.

πŸ“ˆ Position Alpha vs SPY
+9.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 9.9% per year on this position.
28 quarters analyzed

⏱️ Timing Score
43%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
10 of 23 add/trim decisions correct

πŸ’° Entry Quality
$323.88
+74.9% vs current ($566.36)

Best entry: $165.07 (2020 Q1)  Β·  Worst: $566.36 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–47.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
72%
buy-side decisions

18 adds Β· 7 trims. Bought during 5 of 10 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.21% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ISRG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,427 +55 +0.9% 1.21% $3.6M $566.36
2025 Q3 REDUCED 6,372 -1,057 -14.2% 0.96% $2.8M $447.23
2025 Q2 ADDED 7,429 +79 +1.1% 1.40% $4.0M $543.41
2025 Q1 UNCHANGED 7,350 β€” 0% 1.40% $3.6M $495.27
2024 Q4 ADDED 7,350 +5 +0.1% 1.33% $3.8M $521.96
2024 Q3 ADDED 7,345 +114 +1.6% 1.29% $3.6M $491.27
2024 Q2 REDUCED 7,231 -838 -10.4% 1.12% $3.2M $444.85
2024 Q1 ADDED 8,069 +28 +0.3% 1.19% $3.2M $399.09
2023 Q4 ADDED 8,041 +50 +0.6% 1.25% $2.7M $337.36
2023 Q3 ADDED 7,991 +286 +3.7% 1.08% $2.3M $292.29
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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