Intuitive Surgical shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Intuitive Surgical
Tip: Access up to 7 years of quarterly data
All positions including Intuitive Surgical held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Intuitive Surgical by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 4.0k | 447.23 |
| 2025-06-30 | $1.9M | 3.5k | 543.41 |
| 2025-03-31 | $1.7M | 3.4k | 495.27 |
| 2024-12-31 | $570k | 1.1k | 521.96 |
| 2024-09-30 | $581k | 1.2k | 491.27 |
| 2024-06-30 | $533k | 1.2k | 444.85 |
| 2024-03-31 | $509k | 1.3k | 399.09 |
| 2023-12-31 | $72k | 213 | 337.36 |
| 2023-09-30 | $68k | 231 | 292.29 |
| 2023-06-30 | $292k | 853 | 341.94 |
| 2023-03-31 | $135k | 530 | 255.47 |
| 2022-12-31 | $106k | 401 | 265.35 |
| 2022-06-30 | $141k | 701 | 201.14 |
| 2022-03-31 | $181k | 601 | 301.16 |
| 2021-12-31 | $173k | 481 | 359.67 |
| 2021-09-30 | $63k | 63 | 1000.00 |
| 2021-06-30 | $143k | 155 | 922.58 |
| 2021-03-31 | $106k | 143 | 741.26 |
| 2020-12-31 | $20k | 25 | 800.00 |