Form 13-F position report

INTUITIVE SURGICAL INC

Reported by Western Pacific Wealth Management LP

ISRG CUSIP 46120E602 Manager CIK 0001907320

Reported 2,057 shares, up 65 (3.3%) from the prior quarter.

Reported value 38.2%; share count 3.3% vs. the prior quarter.

Added
% of reported 13F value 0.53% This manager · Q2 2023
Shares 2,057 Quarter-end amount reported
Reported value $703,371 Fair value at quarter end
Consecutive quarters held 7 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 646000
2022-03-31 543000
2022-06-30 361000
2022-09-30 337000
2022-12-31 507879
2023-03-31 508896
2023-06-30 703371
2023-09-30 631639
2023-12-31 794145
2024-03-31 930678
2024-06-30 992016
2024-09-30 1095532
2024-12-31 1023042
2025-03-31 970729
2025-06-30 1065084
2025-09-30 71557
2025-12-31 90618
2026-03-31 73758
2026-06-30 63629
2026-09-30 65061

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for INTUITIVE SURGICAL INC held by Western Pacific Wealth Management LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Unchanged 160 0 (0.0%) 0.05% $65,061 2026-10-16
Q2 2026 Unchanged 160 0 (0.0%) 0.06% $63,629 2026-08-07
Q1 2026 Unchanged 160 0 (0.0%) 0.07% $73,758 2026-04-17
Q4 2025 Unchanged 160 0 (0.0%) 0.09% $90,618 2026-02-04
Q3 2025 Reduced 160 -1,800 (-91.8%) 0.07% $71,557 2025-10-21
Q2 2025 Unchanged 1,960 0 (0.0%) 1.02% $1,065,084 2025-07-10
Q1 2025 Unchanged 1,960 0 (0.0%) 0.88% $970,729 2025-04-17
Q4 2024 Reduced 1,960 -270 (-12.1%) 0.83% $1,023,042 2025-01-24
Q3 2024 Unchanged 2,230 0 (0.0%) 0.73% $1,095,532 2024-10-31
Q2 2024 Reduced 2,230 -102 (-4.4%) 0.75% $992,016 2024-08-14
Q1 2024 Reduced 2,332 -22 (-0.9%) 0.68% $930,678 2024-05-15
Q4 2023 Added 2,354 +193 (8.9%) 0.58% $794,145 2024-02-09
Q3 2023 Added 2,161 +104 (5.1%) 0.52% $631,639 2023-10-26
Q2 2023 Added 2,057 +65 (3.3%) 0.53% $703,371 2023-08-08
Q1 2023 Added 1,992 +78 (4.1%) 0.39% $508,896 2023-05-11
Q4 2022 Added 1,914 +114 (6.3%) 0.42% $507,879 2023-02-03
Q3 2022 Unchanged 1,800 0 (0.0%) 0.33% $337,000 2022-10-27
Q2 2022 Unchanged 1,800 0 (0.0%) 0.35% $361,000 2022-08-01
Q1 2022 Unchanged 1,800 0 (0.0%) 0.4% $543,000 2022-04-21
Q4 2021 New 1,800 +1,800 (0.0%) 0.42% $646,000 2022-02-14

Who else reported the position

1617 managers reported INTUITIVE SURGICAL INC for Q2 2023.

Managers reporting INTUITIVE SURGICAL INC in Q2 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 29,671,911 +142,179 0.24% $10,146,013,248 41 qtrs
BlackRock Inc Added 29,579,371 +660,965 0.28% $10,114,370,160 41 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 19,022,095 -1,402,172 0.91% $6,504,416,000 41 qtrs
STATE STREET CORPORATION Added 14,810,625 +274,201 0.27% $5,064,345,113 41 qtrs
FMR LLC Added 8,194,650 +740,782 0.23% $2,802,078,710 41 qtrs
JPMorgan Chase & Co Added 8,018,676 +826,885 0.3% $2,741,906,361 41 qtrs
Capital World Investors Added 7,510,586 +39,671 0.49% $2,568,118,093 41 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 7,119,920 -143,882 0.51% $2,434,585,428 41 qtrs
ALLIANCEBERNSTEIN L P Reduced 6,957,880 -46,991 0.97% $2,379,177,487 41 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 6,612,636 +167,641 0.26% $2,254,459,097 41 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
August 08, 2023
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
2,057
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.