ISRG — INTUITIVE SURGICAL INC

Ownership history in KLINGENSTEIN FIELDS & CO LP  ·  24 quarters on record

This page tracks every 13F SEC filing in which KLINGENSTEIN FIELDS & CO LP 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
1.77% (2024 Q4)
Avg. % of fund
1.31%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 79,950 -1,164 -1.4% 1.70% $45.3M $566.36
2025 Q3 REDUCED 81,114 -331 -0.4% 1.37% $36.3M $447.23
2025 Q2 REDUCED 81,445 -2,038 -2.4% 1.75% $44.3M $543.41
2025 Q1 REDUCED 83,483 -420 -0.5% 1.76% $41.3M $495.27
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% 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%
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