Ownership history in LYELL WEALTH MANAGEMENT, LP · 37 quarters on record
This page tracks every 13F SEC filing in which LYELL WEALTH MANAGEMENT, LP reported a position in Intuitive Surgical (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 37,486 | +1,100 | +3.0% | 1.54% | $21.2M | $566.36 |
| 2025 Q3 | ADDED | 36,386 | +728 | +2.0% | 1.21% | $16.3M | $447.23 |
| 2025 Q2 | ADDED | 35,658 | +1,171 | +3.4% | 1.53% | $19.4M | $543.41 |
| 2025 Q1 | ADDED | 34,487 | +778 | +2.3% | 1.60% | $17.1M | $495.27 |
| 2024 Q4 | REDUCED | 33,709 | -236 | -0.7% | 1.58% | $17.6M | $521.96 |
| 2024 Q3 | REDUCED | 33,945 | -10 | -0.0% | 1.52% | $16.7M | $491.27 |
| 2024 Q2 | ADDED | 33,955 | +170 | +0.5% | 1.44% | $15.1M | $444.85 |
| 2024 Q1 | ADDED | 33,785 | +79 | +0.2% | 1.37% | $13.5M | $399.09 |
| 2023 Q4 | ADDED | 33,706 | +243 | +0.7% | 1.29% | $11.4M | $337.36 |
| 2023 Q3 | REDUCED | 33,463 | -464 | -1.4% | 1.32% | $9.8M | $292.29 |
As of 2025 Q4 — sorted by position size