ISRG β€” INTUITIVE SURGICAL INC COM NEW

Ownership history in L.M. KOHN & COMPANY  Β·  1 quarter on record

AI Ownership Summary

L.M. KOHN & COMPANY reported INTUITIVE SURGICAL INC COM NEW (ISRG) in 1 quarterly 13F filing from 2025 Q2 through 2025 Q2. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows ISRG at 0.10% 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.

What this ISRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in INTUITIVE SURGICAL INC COM NEW, 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 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 L.M. KOHN & COMPANY held ISRG β€” position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 INITIATED 705 β€” β€” 0.10% $383K 2025-08-04 $483.36

FAQ About L.M. KOHN & COMPANY and ISRG

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

How long has L.M. KOHN & COMPANY reported owning ISRG?

L.M. KOHN & COMPANY reported ISRG across 1 quarterly 13F filings, from 2025 Q2 through 2025 Q2.

What was the largest reported ISRG position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for ISRG was 0.10% in 2025 Q2.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 705 shares, equal to 0.10% of portfolio, with an estimated market value of $383K.

What does the chart on this ISRG ownership page compare?

The chart compares L.M. KOHN & COMPANY'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 L.M. KOHN & COMPANY Holdings