ISRG β€” INTUITIVE SURGICAL INC

Ownership history in Masso Torrence Wealth Management Inc.  Β·  1 quarter on record

AI Ownership Summary

Masso Torrence Wealth Management Inc. reported INTUITIVE SURGICAL INC (ISRG) in 1 quarterly 13F filing from 2025 Q2 through 2025 Q2. Peak portfolio weight reached 1.25% in 2025 Q2. The latest visible filing shows ISRG at 1.25% 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 Masso Torrence Wealth Management Inc.'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 Q2

ISRG was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% 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 Masso Torrence Wealth Management Inc. 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 4,979 β€” β€” 1.25% $2.7M 2025-07-14 $516.44

FAQ About Masso Torrence Wealth Management Inc. and ISRG

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

How long has Masso Torrence Wealth Management Inc. reported owning ISRG?

Masso Torrence Wealth Management Inc. reported ISRG across 1 quarterly 13F filings, from 2025 Q2 through 2025 Q2.

What was the largest reported ISRG position in Masso Torrence Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for ISRG was 1.25% in 2025 Q2.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q2, when Masso Torrence Wealth Management Inc. reported 4,979 shares, equal to 1.25% of portfolio, with an estimated market value of $2.7M.

What does the chart on this ISRG ownership page compare?

The chart compares Masso Torrence Wealth Management Inc.'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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