Question 1

How many shares of ISRG does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 18,385 shares of ISRG (INTUITIVE SURGICAL INC).

Question 2

What is Waverly Advisors, LLC's ISRG position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's ISRG position is worth $7.3M.

Question 3

Is Waverly Advisors, LLC buying or selling ISRG?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC increased their ISRG position (+3.1% change in shares).

Question 4

When did Waverly Advisors, LLC first buy ISRG?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in ISRG in 2024-Q3. They have held the position across 21 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	18,385	+3.1%	$7.3M	0.0%	$397.68	28
2026-Q1	Decreased	17,827	-0.3%	$8.2M	0.1%	$497.42	0
2025-Q4	Increased	17,887	+27.1%	$10.1M	0.1%	$572.63	34
2025-Q3	Increased	14,079	+13.1%	$6.3M	0.1%	$439.22	31
2025-Q2	Increased	12,454	+3.0%	$6.8M	0.1%	$533.71	28
2025-Q1	Increased	12,097	+2.5%	$6M	0.1%	$491.84	28
2024-Q4	Increased	11,799	+21.2%	$6.2M	0.1%	$526.96	33
2024-Q3	Decreased	9,735	-4.0%	$4.8M	0.1%	$479.18	0