SEC 13F Intelligence

Peloton Wealth Strategists / ISRG

Peloton Wealth Strategists’s Intuitive Surgical Inc Position

Does Peloton Wealth Strategists own Intuitive Surgical Inc (ISRG)? Yes — 5.5K shares worth $3M (+1.02% of its 13F portfolio) as of Q1 2026, up from 3.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
5.5K
% of Portfolio
+1.02%
Quarters Held
12
currently held

Position History ISRG

Reported value by quarter
Q1 ’20: $1MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’25: $541,000Q2 ’25Q3 ’25: $535,000Q4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.5K$3M+1.02%
Q4 20253.0K$2M+0.65%
Q3 20251.2K$535,000+0.21%
Q2 2025995$541,000+0.22%
Q1 20229.1K$3M+1.15%
Q4 20219.0K$3M+1.30%
Q3 20213.0K$3M+1.22%
Q2 20213.0K$3M+1.14%
Q4 20202.9K$2M+1.18%
Q3 20202.9K$2M+1.16%
Q2 20202.9K$2M+1.05%
Q1 20202.8K$1M+1.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peloton Wealth Strategists’s full portfolio or all institutional holders of ISRG.