SEC 13F Intelligence

Bnc Wealth Management, LLC / ISRG

Bnc Wealth Management, LLC’s Intuitive Surgical Inc Position

Does Bnc Wealth Management, LLC own Intuitive Surgical Inc (ISRG)? Not currently — the last reported position was 11.4K shares worth $6M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q2 2025
Shares
11.4K
% of Portfolio
+1.84%
Quarters Held
11
position exited

Position History ISRG

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q3 ’22: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202511.4K$6M+1.84%
Q1 202511.2K$6M+2.00%
Q4 202411.1K$6M+1.91%
Q3 202410.5K$5M+1.91%
Q2 202410.0K$4M+1.65%
Q1 20249.1K$4M+1.55%
Q4 20238.8K$3M+1.40%
Q3 20238.7K$3M+1.36%
Q2 20238.4K$3M+1.52%
Q3 202217.6K$3M+2.00%
Q4 20214.8K$2M+0.81%

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