Klingman & Associates’s Intuitive Surgical ISRG Stock Holding History

Klingman & Associates’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$515K	Buy
2025 Q2	$594K	Buy
2025 Q1	$416K	Buy
2024 Q4	$407K	Buy
2024 Q3	$356K	Buy
2024 Q2	$303K	Buy
2024 Q1	$203K	Buy