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Intuitive Surgical shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Intuitive Surgical

Tip: Access up to 7 years of quarterly data

All positions including Intuitive Surgical held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuitive Surgical by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $824k 1.5k 566.36
2024-03-31 $807k 2.1k 388.65
2023-06-30 $761k 2.3k 326.53
2023-03-31 $5.3M 18k 294.95

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Top funds holding Intuitive Surgical

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
FMR
Bank of New York Mellon
Alliancebernstein
Fisher Investments
Northern Trust
Invesco
Jpmorgan Chase & Co
Amundi
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding Intuitive Surgical