Somerset Group LLC ISRG — Intuitive Surgical New

Ownership history in Somerset Group LLC  ·  9 quarters on record

AI Ownership Summary

Somerset Group LLC reported Intuitive Surgical New (ISRG) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.26% in 2024 Q4. The latest visible filing shows ISRG at 0.19% 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.

What this ISRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Somerset Group LLC's position in Intuitive Surgical 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 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% 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
2024 Q1 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 Somerset Group LLC fund profile Somerset Group LLC full holdings
How Somerset Group LLC 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)
2026 Q1 UNCHANGED — — — 540 — 0% 0.19% $253K 2026-05-13 $432.27
2025 Q4 UNCHANGED — — — 540 — 0% 0.24% $320K 2026-02-12 $478.60
2025 Q3 UNCHANGED — — — 540 — 0% 0.19% $242K 2025-11-10 $576.20
2025 Q2 UNCHANGED — — — 540 — 0% 0.25% $293K 2025-08-11 $471.85
2025 Q1 UNCHANGED — — — 540 — 0% 0.24% $267K 2025-05-13 $563.95
2024 Q4 UNCHANGED — — — 540 — 0% 0.26% $282K 2025-02-11 $591.65
2024 Q3 UNCHANGED — — — 540 — 0% 0.24% $265K 2024-11-12 $537.07
2024 Q2 UNCHANGED — — — 540 — 0% 0.21% $240K 2024-08-12 $465.53
2024 Q1 INITIATED — — — 540 — — 0.20% $216K 2024-05-10 $386.70

🏢 Other funds also holding ISRG

As of 2026 Q1 — sorted by position size

Tri Locum Partners LP 3Y 9.91% OXFORD FINANCIAL GROUP, LTD. LLC 3Y 7Y 9.03% Connective Capital Management, LLC 3Y 7Y 8.9% Deuterium Capital Management, LLC 3Y 8.27% BENDER ROBERT & ASSOCIATES 3Y 7Y 7.59% Biondo Investment Advisors, LLC 3Y 7Y 6.99% UNIO CAPITAL LLC 3Y 7Y 6.55% Navera Investment Management Ltd. 3Y 6.4% Martin Capital Advisors, LLP 3Y 5.83% Westwind Capital 3Y 7Y 5.83%

FAQ About Somerset Group LLC and ISRG

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

How long has Somerset Group LLC reported owning ISRG?

Somerset Group LLC reported ISRG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ISRG position in Somerset Group LLC's portfolio?

The largest reported portfolio weight for ISRG was 0.26% in 2024 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2026 Q1, when Somerset Group LLC reported 540 shares, equal to 0.19% of portfolio, with an estimated market value of $253K.

What does the chart on this ISRG ownership page compare?

The chart compares Somerset Group LLC'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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