ISRG INTUITIVE SURGICAL INC

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

AI Ownership Summary

KLINGENSTEIN FIELDS & CO LP reported INTUITIVE SURGICAL INC (ISRG) in 24 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.77% in 2024 Q4. The latest visible filing shows ISRG at 1.70% 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 KLINGENSTEIN FIELDS & CO LP'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 Q4

ISRG was reported at 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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 KLINGENSTEIN FIELDS & CO LP held ISRG — position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 79,950 -1,164 -1.4% 1.70% $45.3M 2026-02-14 (Est.) $485.84
2025 Q3 REDUCED 81,114 -331 -0.4% 1.37% $36.3M 2025-11-14 $549.51
2025 Q2 REDUCED 81,445 -2,038 -2.4% 1.75% $44.3M 2025-07-30 $500.51
2025 Q1 REDUCED 83,483 -420 -0.5% 1.76% $41.3M 2025-04-28 $514.01
2024 Q4 REDUCED 83,903 -1,142 -1.3% 1.77% $43.8M 2025-01-30 $580.18
2024 Q3 REDUCED 85,045 -272 -0.3% 1.66% $41.8M 2024-10-29 $516.31
2024 Q2 REDUCED 85,317 -6,868 -7.5% 1.57% $38.0M 2024-08-01 $450.94
2024 Q1 REDUCED 92,185 -2,006 -2.1% 1.53% $36.8M 2024-04-29 $374.14
2023 Q4 REDUCED 94,191 -360 -0.4% 1.42% $31.8M 2024-02-01 $383.83
2023 Q3 ADDED 94,551 +928 +1.0% 1.35% $27.6M 2023-10-27 $258.98
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KLINGENSTEIN FIELDS & CO LP and ISRG

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

How long has KLINGENSTEIN FIELDS & CO LP reported owning ISRG?

KLINGENSTEIN FIELDS & CO LP reported ISRG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ISRG position in KLINGENSTEIN FIELDS & CO LP's portfolio?

The largest reported portfolio weight for ISRG was 1.77% in 2024 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q4, when KLINGENSTEIN FIELDS & CO LP reported 79,950 shares, equal to 1.70% of portfolio, with an estimated market value of $45.3M.

What does the chart on this ISRG ownership page compare?

The chart compares KLINGENSTEIN FIELDS & CO LP'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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