SEC 13F Intelligence

Jacksonville Wealth Management, LLC / ISRG

Jacksonville Wealth Management, LLC’s Intuitive Surgical Inc Position

Does Jacksonville Wealth Management, LLC own Intuitive Surgical Inc (ISRG)? Yes — 3.9K shares worth $2M (+1.21% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
3.9K
% of Portfolio
+1.21%
Quarters Held
6
currently held

Position History ISRG

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.9K$2M+1.21%
Q4 20253.9K$2M+1.56%
Q3 20253.9K$2M+1.29%
Q2 20254.0K$2M+1.75%
Q1 20254.0K$2M+1.96%
Q4 20244.0K$2M+1.97%

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