ISRG Intuitive Surgical Inc.

Ownership history in Simplify Asset Management Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Simplify Asset Management Inc. 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
0.77% (2024 Q1)
Avg. % of fund
0.26%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,740 +7,100 +92.9% 0.14% $8.3M $566.36
2025 Q3 REDUCED 7,640 -1,059 -12.2% 0.06% $3.4M $447.23
2025 Q2 REDUCED 8,699 -3,524 -28.8% 0.24% $4.7M $543.41
2025 Q1 REDUCED 12,223 -1,264 -9.4% 0.23% $6.1M $495.27
2024 Q4 REDUCED 13,487 -9,743 -41.9% 0.35% $7.0M $521.96
2024 Q3 ADDED 23,230 +7,892 +51.5% 0.53% $11.4M $491.27
2024 Q2 REDUCED 15,338 -17,010 -52.6% 0.46% $6.8M $444.85
2024 Q1 ADDED 32,348 +26,881 +491.7% 0.77% $12.9M $399.09
2023 Q4 REDUCED 5,467 -1,954 -26.3% 0.17% $1.8M $337.36
2023 Q3 ADDED 7,421 +1,308 +21.4% 0.25% $2.2M $292.29
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ISRG price (monthly, adj. close)
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