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Intuitive Surgical shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Intuitive Surgical

Tip: Access up to 7 years of quarterly data

All positions including Intuitive Surgical held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuitive Surgical by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $892k 2.6k 337.36
2023-09-30 $800k 2.7k 292.29
2023-06-30 $425k 1.2k 341.94
2023-03-31 $671k 2.6k 255.47
2022-12-31 $244k 918 265.35
2022-09-30 $245k 1.3k 187.17
2022-06-30 $221k 1.1k 200.91
2022-03-31 $328k 1.1k 302.03
2021-12-31 $324k 903 358.80

More positions owned by Aurum Wealth Management Group

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Intuitive Surgical

Vanguard Group
T. Rowe Price Associates
Alliancebernstein
Bank of New York Mellon
Jpmorgan Chase & Co
Fisher Investments
Jennison Associates
Norges Bank Investment Management
Baillie Gifford & Co
Bank of America Corporation
Franklin Resources
Amundi
Citadel Advisors
Legal & General Group
Goldman Sachs Group

View all funds holding Intuitive Surgical