THRIVENT FINANCIAL FOR LUTHERANS ISRG — INTUITIVE SURGICAL INC COM

Ownership history in THRIVENT FINANCIAL FOR LUTHERANS  ·  80 quarters on record

AI Ownership Summary

THRIVENT FINANCIAL FOR LUTHERANS reported INTUITIVE SURGICAL INC COM (ISRG) in 80 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.42% in 2025 Q4. The latest visible filing shows ISRG at 0.41% 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 THRIVENT FINANCIAL FOR LUTHERANS's position in INTUITIVE SURGICAL INC COM, 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 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% 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
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 THRIVENT FINANCIAL FOR LUTHERANS fund profile THRIVENT FINANCIAL FOR LUTHERANS full holdings
How THRIVENT FINANCIAL FOR LUTHERANS 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 ADDED — — — 472,047 +53,200 +12.7% 0.41% $218K 2026-05-01 $457.78
2025 Q4 ADDED — — — 418,847 +38,108 +10.0% 0.42% $237.3M 2026-02-05 $476.32
2025 Q3 ADDED — — — 380,739 +354,947 +1376.2% 0.33% $170.3M 2025-11-14 (Est.) $549.51
2025 Q2 REDUCED 79.7% -19.2% ✅ 25,792 -101,454 -79.7% 0.17% $13.9M 2025-08-11 $471.85
2025 Q1 REDUCED 61.6% +9.7% ❌ 127,246 -203,702 -61.6% 0.22% $63.6M 2025-05-13 $563.95
2024 Q4 REDUCED 13.0% -5.1% ✅ 330,948 -49,528 -13.0% 0.34% $173.0M 2025-02-10 $595.70
2024 Q3 REDUCED — — — 380,476 -934 -0.2% 0.36% $186.9M 2024-11-07 $524.28
2024 Q2 REDUCED 7.4% +10.4% ❌ 381,410 -30,265 -7.4% 0.34% $169.7M 2024-08-13 $469.23
2024 Q1 REDUCED — — — 411,675 -18,853 -4.4% 0.33% $164.3M 2024-05-14 $384.19
71 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ISRG

As of 2026 Q2 — sorted by position size

Brick & Kyle, Associates 3Y 7Y 0.83% KERR FINANCIAL PLANNING Corp 0.03% Versant Capital Management, Inc 3Y 7Y 0.03% CX Institutional 3Y 7Y 0.02% EASTERN BANK 3Y 7Y 0.02% Roxbury Financial LLC 0.02% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.01% BURKETT FINANCIAL SERVICES, LLC 0.0% Noble Wealth Management PBC 0.0% Cedar Mountain Advisors, LLC 3Y 0.0%

FAQ About THRIVENT FINANCIAL FOR LUTHERANS and ISRG

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

How long has THRIVENT FINANCIAL FOR LUTHERANS reported owning ISRG?

THRIVENT FINANCIAL FOR LUTHERANS reported ISRG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ISRG position in THRIVENT FINANCIAL FOR LUTHERANS's portfolio?

The largest reported portfolio weight for ISRG was 0.42% in 2025 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2026 Q1, when THRIVENT FINANCIAL FOR LUTHERANS reported 472,047 shares, equal to 0.41% of portfolio, with an estimated market value of $218K.

What does the chart on this ISRG ownership page compare?

The chart compares THRIVENT FINANCIAL FOR LUTHERANS'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 THRIVENT FINANCIAL FOR LUTHERANS time their ISRG position?

Based on 13F filing dates vs. subsequent ISRG price moves, THRIVENT FINANCIAL FOR LUTHERANS correctly timed 35 out of 74 reported position changes (47%). The annualised alpha on ISRG relative to SPY over the holding period was +12.2%.

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