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Intuitive Surgical shares owned by Carter Financial

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

Historical chart of Carter Financial investment in Intuitive Surgical

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

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Quarterly reported holdings in Intuitive Surgical by Carter Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 360 566.36

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Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
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J P Morgan Exchange Traded F Municipal Etf (JMUB)
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Carter Financial

Top funds holding Intuitive Surgical

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Norges Bank Investment Management
FMR
Invesco
Alliancebernstein
Bank of New York Mellon
Fisher Investments
Northern Trust
Jpmorgan Chase & Co
Jennison Associates
Wellington Management Company

View all funds holding Intuitive Surgical