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.
| 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 |
| 2024 Q4 | REDUCED | 3,655 | -220 | -5.7% | 1.67% | $1.9M | $521.96 |
| 2024 Q3 | UNCHANGED | 3,875 | — | 0% | 1.70% | $1.9M | $491.27 |
| 2024 Q2 | REDUCED | 3,875 | -90 | -2.3% | 1.54% | $1.5M | $444.85 |
| 2023 Q4 | REDUCED | 3,965 | -232 | -5.5% | 1.49% | $1.3M | $337.36 |
| 2022 Q4 | ADDED | 4,197 | +27 | +0.6% | 1.58% | $1.1M | $265.35 |
| 2022 Q3 | ADDED | 4,170 | +70 | +1.7% | 1.26% | $782K | $187.44 |
As of 2025 Q4 — sorted by position size