ISRG β€” INTUITIVE SURGICAL INC

Ownership history in Nova R Wealth, Inc.  Β·  19 quarters on record

AI Ownership Summary

Nova R Wealth, Inc. reported INTUITIVE SURGICAL INC (ISRG) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.83% in 2024 Q4. The latest visible filing shows ISRG at 4.19% 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 Nova R Wealth, 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 Q4

ISRG was reported at 4.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.83% 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 Nova R Wealth, Inc. held ISRG β€” position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 20,311 -545 -2.6% 4.19% $11.5M 2026-02-14 (Est.) $485.84
2025 Q3 REDUCED 20,856 -456 -2.1% 3.95% $9.3M 2025-10-23 $551.30
2025 Q2 REDUCED 21,312 -293 -1.4% 5.38% $11.6M 2025-07-17 $516.16
2025 Q1 REDUCED 21,605 -548 -2.5% 5.30% $10.7M 2025-04-23 $487.93
2024 Q4 REDUCED 22,153 -285 -1.3% 5.83% $11.6M 2025-01-30 $580.18
2024 Q3 REDUCED 22,438 -428 -1.9% 5.43% $11.0M 2024-10-15 $478.47
2024 Q2 REDUCED 22,866 -163 -0.7% 5.24% $10.2M 2024-07-18 $416.14
2024 Q1 REDUCED 23,029 -927 -3.9% 4.80% $9.2M 2024-04-12 $384.80
2023 Q4 REDUCED 23,956 -1,300 -5.1% 5.09% $8.1M 2024-01-19 $374.82
2023 Q3 ADDED 25,256 +24,556 +3508.0% 5.10% $7.4M 2023-10-19 $273.45
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Nova R Wealth, 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 Nova R Wealth, Inc. reported owning ISRG?

Nova R Wealth, Inc. reported ISRG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ISRG position in Nova R Wealth, Inc.'s portfolio?

The largest reported portfolio weight for ISRG was 5.83% in 2024 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q4, when Nova R Wealth, Inc. reported 20,311 shares, equal to 4.19% of portfolio, with an estimated market value of $11.5M.

What does the chart on this ISRG ownership page compare?

The chart compares Nova R Wealth, 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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