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Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in INTUITIVE SURGICAL INC

Williams Jones Wealth Management, LLC. holds 145,276 shares of ISRG (INTUITIVE SURGICAL INC), worth $57.8M as of 2026-Q2. The position was decreased (-32.2% shares). ISRG represents 0.7% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$57.8M

Current Shares

145,276

Total Value Change

-$26.1M

Total Shares Change

-25,420

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
145,276
-32.2%
$57.8M0.7%$397.68
0
2026-Q1
Increased
214,327
+1.6%
$98.8M1.2%$497.42
48
2025-Q4
Increased
210,838
+3.8%
$119.4M1.3%$572.63
49
2025-Q3
Increased
203,150
+4.6%
$90.9M1.0%$439.22
49
2025-Q2
Increased
194,274
+4.0%
$105.6M1.3%$533.71
49
2025-Q1
Increased
186,752
+4.3%
$92.5M1.2%$491.84
49
2024-Q4
Increased
179,143
+5.0%
$93.5M1.1%$526.96
49
2024-Q3
Increased
170,696
+7.6%
$83.9M1.0%$479.18
45

Other major holders of ISRG: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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