Intuitive Surgical (ISRG)Williams Jones Wealth Management, LLC. reduced its stake -69K shares

145K

Shares reported · -69K vs prior quarter

0.65%

Disclosed portfolio weight

$57.8M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 5, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of ISRG — reported range $1,001 - $15,000
2. Jun 8, 2026InsiderOfficer sold ~$9.7K of ISRG shares in the open market
3. Jun 9, 2026InsiderOfficer sold ~$9.7K of ISRG shares in the open market
4. Jun 10, 2026Insider · 2 peopleInsiders: 2 sales (~$179K)
5. Jun 11, 2026InsiderOfficer sold ~$9.5K of ISRG shares in the open market
6. Jun 12, 2026InsiderOfficer sold ~$10K of ISRG shares in the open market
7. Jun 25, 2026Federal contract · $100K obligatedDepartment of Health and Human Services awarded Intuitive Surgical: $100K obligated to date
8. Jul 14, 2026FDAFDA device clearance: Universal Seal (5-12 mm)
9. Jul 16, 2026Company filing · Form 8-K · ResultsReported its results
10. Jul 23, 2026Company filing · Form 8-K · Bylaws or charterChanged its bylaws, charter or fiscal year
11. Jul 27, 2026InsiderOfficer sold ~$9.6K of ISRG shares in the open market
12. Jul 28, 2026InsiderOfficer sold ~$10K of ISRG shares in the open market
13. Jul 29, 2026InsiderOfficer sold ~$10K of ISRG shares in the open market
14. Jul 30, 2026InsiderOfficer sold ~$9.7K of ISRG shares in the open market
15. Jul 31, 2026FDAFDA device clearance: da Vinci Surgical System, Model IS5000
16. Jul 31, 2026InsiderOfficer sold ~$9.8K of ISRG shares in the open market

What came next

1. Aug 7, 2026FDAFDA device clearance: Intuitive Endoluminal Gastrointestinal System (IG1000)
2. Aug 10, 2026Insider · 2 peopleInsiders: 2 sales (~$303K)
3. Aug 11, 2026Insider · 2 peopleInsiders: 2 sales (~$4.0M)
4. Aug 17, 2026InsiderOfficer sold ~$30K of ISRG shares in the open market
5. Aug 18, 2026InsiderOfficer sold ~$30K of ISRG shares in the open market
6. Aug 19, 2026InsiderOfficer sold ~$30K of ISRG shares in the open market
7. Aug 20, 2026InsiderOfficer sold ~$31K of ISRG shares in the open market
8. Aug 21, 2026InsiderOfficer sold ~$29K of ISRG shares in the open market
9. Sep 8, 2026FDAFDA device clearance: da Vinci Surgical System, Model IS5000
10. Sep 8, 2026InsiderOfficer sold ~$17K of ISRG shares in the open market
11. Sep 9, 2026InsiderOfficer sold ~$8.1K of ISRG shares in the open market
12. Sep 10, 2026InsiderOfficer sold ~$8K of ISRG shares in the open market
13. Sep 11, 2026InsiderOfficer sold ~$9.1K of ISRG shares in the open market
14. Sep 15, 2026Insider · 1 personInsiders: 2 sales (~$408K)

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Intuitive Surgical

For Intuitive Surgical, OQRO holds 22 insider filings (SEC Form 4 or Form 144), 1 Congress trade report and 96 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its ISRG page.

How this filing works

• SEC Form 13F

Other disclosures at Intuitive Surgical

• SEC Form 4Sep 16, 2026
• SEC Form 4Sep 16, 2026
• SEC Form 144Sep 15, 2026
• SEC Form 4Sep 11, 2026
• SEC Form 4Sep 11, 2026
• SEC Form 4Sep 9, 2026

Everything OQRO holds on this company is on its ISRG page.