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McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by McDaniel Terry & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overviewAll 13F holders of ISRGFull Q2 2026 holdings

Shares (Q2 2026)
68,719
Value
$27.3M
% of portfolio
2.1%
Quarters held
22
Since Q1 2021
Holdings of ISRG by McDaniel Terry & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668,719$27.3M2.1%+305+0.4%AddedHolders
Q1 202668,414$31.5M2.7%+1,410+2.1%AddedHolders
Q4 202567,004$37.9M3.3%−2,205−3.2%ReducedHolders
Q3 202569,209$31.0M2.5%−754−1.1%ReducedHolders
Q2 202569,963$38.0M3.1%+60+0.1%AddedHolders
Q1 202569,903$34.6M3.0%−596−0.8%ReducedHolders
Q4 202470,499$36.8M3.0%+334+0.5%AddedHolders
Q3 202470,165$34.5M2.9%+459+0.7%AddedHolders
Q2 202469,706$31.0M2.7%+1,157+1.7%AddedHolders
Q1 202468,549$27.4M2.4%−812−1.2%ReducedHolders
Q4 202369,361$23.4M2.2%+613+0.9%AddedHolders
Q3 202368,748$20.1M2.1%+1,163+1.7%AddedHolders
Q2 202367,585$23.1M2.4%−292−0.4%ReducedHolders
Q1 202367,877$17.3M1.9%+255+0.4%AddedHolders
Q4 202267,622$17.9M2.1%+50+0.1%AddedHolders
Q3 202267,572$12.7M1.6%+2,354+3.6%AddedHolders
Q2 202265,218$13.1M1.6%+3,336+5.4%AddedHolders
Q1 202261,882$18.7M2.0%+4,039+7.0%AddedHolders
Q4 202157,843$20.8M2.1%+2,022+3.6%AddedConverted for a 3-for-1 splitHolders
Q3 202118,607$18.5M2.2%+192+1.0%AddedHolders
Q2 202118,415$16.9M2.0%+463+2.6%AddedHolders
Q1 202117,952$13.3M1.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.