Charter Oak Capital Management, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1810720
PORTSMOUTH, NH
Position in ISRG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$211,594
-$47,798 QoQ
Shares Held
459
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $211,594 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
459 | $211,594 |
All Filings in ISRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,594 | 459 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $259,392 | 458 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $201,253 | 450 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $242,904 | 447 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $226,338 | 457 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $234,360 | 449 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $214,193 | 436 | Shares | Sole | 2024-10-30 | |
| 2022-06-30 | $88,111 | 439 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $132,437 | 439 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $156,295 | 435 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $144,151 | 145 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $133,347 | 145 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $107,146 | 145 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $118,624 | 145 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||