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Intuitive Surgical shares owned by Beacon Financial

Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Intuitive Surgical

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All positions including Intuitive Surgical held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuitive Surgical by Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $308k 914 337.34
2023-09-30 $284k 907 313.12
2023-06-30 $358k 1.1k 338.69
2021-09-30 $418k 421 992.87

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Beacon Financial

Top funds holding Intuitive Surgical

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

View all funds holding Intuitive Surgical