ISRG — INTUITIVE SURGICAL INC

Ownership history in SILVER OAK SECURITIES, INCORPORATED  ·  9 quarters on record

This page tracks every 13F SEC filing in which SILVER OAK SECURITIES, INCORPORATED reported a position in INTUITIVE SURGICAL INC (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.

Peak position
0.09% (2025 Q1)
Avg. % of fund
0.05%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 885 -225 -20.3% 0.03% $396K $447.23
2025 Q2 REDUCED 1,110 -987 -47.1% 0.05% $603K $543.41
2025 Q1 ADDED 2,097 +313 +17.5% 0.09% $1.0M $495.27
2024 Q4 ADDED 1,784 +203 +12.8% 0.09% $940K $521.96
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% of Fund (quarterly)    ISRG price (monthly, adj. close)

Other funds also holding ISRG

As of 2025 Q4 — sorted by position size

Deuterium Capital Management, LLC 3Y 12.67% Battery Global Advisors, LLC 12.57% OXFORD FINANCIAL GROUP, LTD. LLC 3Y 7Y 11.33% BENDER ROBERT & ASSOCIATES 3Y 7Y 8.52% Biondo Investment Advisors, LLC 3Y 7Y 8.18% Connective Capital Management, LLC 3Y 7Y 7.78% Martin Capital Advisors, LLP 3Y 6.66% Westwind Capital 3Y 7Y 6.32% Rockport Wealth LLC 6.29% UNIO CAPITAL LLC 3Y 7Y 6.17%
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