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Intuitive Surgical shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Intuitive Surgical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuitive Surgical by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$266k	666	399.09
2023-12-31	$202k	600	337.36
2021-12-31	$178k	498	357.43

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Intuitive Surgical

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

Citadel Advisors

Legal & General Group

Goldman Sachs Group

View all funds holding Intuitive Surgical

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