ISRG — INTUITIVE SURGICAL

Ownership history in Wiser Advisor Group LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in INTUITIVE SURGICAL (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 Q3 UNCHANGED 5 — 0% 0.00% $2K $447.23
2025 Q1 INITIATED 5 — — 0.00% $2K $495.27
% 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%
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