ISRG — INTUITIVE SURGICAL INC

Ownership history in WILLNER & HELLER, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC 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
1.7% (2024 Q3)
Avg. % of fund
1.43%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,365 -71 -2.1% 1.37% $1.9M $566.36
2025 Q3 UNCHANGED 3,436 — 0% 1.18% $1.5M $447.23
2025 Q2 REDUCED 3,436 -217 -5.9% 1.57% $1.9M $543.41
2025 Q1 REDUCED 3,653 -2 -0.1% 1.67% $1.8M $495.27
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to WILLNER & HELLER, LLC Holdings