ISRG — INTUITIVE SURGICAL INC COM NEW

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  18 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported INTUITIVE SURGICAL INC COM NEW (ISRG) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2025 Q4. The latest visible filing shows ISRG at 0.37% 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 ROWLANDMILLER & PARTNERS.ADV'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
2026 Q1

ISRG was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 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 2026 Q1

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.

ISRG stock page ROWLANDMILLER & PARTNERS.ADV fund profile ROWLANDMILLER & PARTNERS.ADV full holdings
How ROWLANDMILLER & PARTNERS.ADV held ISRG — position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,990 -604 -13.1% 0.37% $2K 2026-05-15 (Est.) $465.74
2025 Q4 ADDED 4,594 +5 +0.1% 0.50% $2.6M 2026-02-12 $478.60
2025 Q3 ADDED 4,589 +1,819 +65.7% 0.40% $2.1M 2025-10-01 $438.04
2025 Q2 ADDED 2,770 +198 +7.7% 0.31% $1.5M 2025-07-01 $537.99
2025 Q1 ADDED 2,572 +188 +7.9% 0.27% $1.3M 2025-04-15 $488.27
2024 Q4 ADDED 2,384 +106 +4.7% 0.26% $1.2M 2025-02-04 $579.65
2024 Q3 ADDED 2,278 +170 +8.1% 0.23% $1.1M 2024-10-23 $512.58
2024 Q2 ADDED 2,108 +126 +6.4% 0.20% $938K 2024-07-29 $443.66
2024 Q1 ADDED 1,982 +20 +1.0% 0.17% $791K 2024-04-08 $386.93
2023 Q4 REDUCED 1,962 -90 -4.4% 0.15% $662K 2024-01-03 $322.13
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ISRG

As of 2026 Q1 — sorted by position size

Seilern Investment Management Ltd 5.41% Eastover Investment Advisors LLC 3Y 7Y 2.59% Marex Group plc 1.56% ABNER HERRMAN & BROCK LLC 3Y 7Y 1.13% CENTRAL BANK & TRUST CO 3Y 7Y 1.09% Roberts Wealth Advisors, LLC 3Y 1.04% WASHINGTON TRUST Co 3Y 7Y 0.66% Washington Trust Advisors, Inc. 3Y 0.63% Wealth Enhancement Trust Services, Inc. 0.62% Bath Savings Trust Co 3Y 7Y 0.61%

FAQ About ROWLANDMILLER & PARTNERS.ADV and ISRG

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning ISRG?

ROWLANDMILLER & PARTNERS.ADV reported ISRG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ISRG position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for ISRG was 0.50% in 2025 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 3,990 shares, equal to 0.37% of portfolio, with an estimated market value of $2K.

What does the chart on this ISRG ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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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