RHUMBLINE ADVISERS ISRG INTUITIVE SURGICAL INC COM NEW

Ownership history in RHUMBLINE ADVISERS  ·  85 quarters on record

AI Ownership Summary

RHUMBLINE ADVISERS reported INTUITIVE SURGICAL INC COM NEW (ISRG) in 85 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows ISRG at 0.30% 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 RHUMBLINE ADVISERS'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 Q4

ISRG was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% 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 Q4 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 RHUMBLINE ADVISERS held ISRG — position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 652,467 -20,236 -3.0% 0.30% $369.5M 2026-02-14 (Est.) $485.84
2025 Q3 REDUCED 672,703 -3,628 -0.5% 0.24% $300.9M 2025-11-06 $547.78
2025 Q2 REDUCED 676,331 -10,440 -1.5% 0.31% $367.5M 2025-08-12 $478.19
2025 Q1 ADDED 686,771 +2,044 +0.3% 0.32% $340.1M 2025-04-08 $457.63
2024 Q4 REDUCED 684,727 -8,341 -1.2% 0.32% $357.4M 2025-01-30 $580.18
2024 Q3 REDUCED 693,068 -3,433 -0.5% 0.31% $340.5M 2024-11-12 $537.07
2024 Q2 ADDED 696,501 +16,170 +2.4% 0.29% $309.8M 2024-08-01 $450.94
2024 Q1 ADDED 680,331 +14,489 +2.2% 0.26% $271.5M 2024-05-09 $385.45
2023 Q4 REDUCED 665,842 -11,611 -1.7% 0.24% $224.6M 2024-02-08 $386.94
76 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RHUMBLINE ADVISERS and ISRG

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

How long has RHUMBLINE ADVISERS reported owning ISRG?

RHUMBLINE ADVISERS reported ISRG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ISRG position in RHUMBLINE ADVISERS's portfolio?

The largest reported portfolio weight for ISRG was 0.32% in 2024 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q4, when RHUMBLINE ADVISERS reported 652,467 shares, equal to 0.30% of portfolio, with an estimated market value of $369.5M.

What does the chart on this ISRG ownership page compare?

The chart compares RHUMBLINE ADVISERS'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.

How well did RHUMBLINE ADVISERS time their ISRG position?

Based on 13F filing dates vs. subsequent ISRG price moves, RHUMBLINE ADVISERS correctly timed 48 out of 82 reported position changes (59%). The annualised alpha on ISRG relative to SPY over the holding period was +8.5%.

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