Focused Wealth Management »

Intuitive Surgical shares owned by Focused Wealth Management

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

Historical chart of Focused Wealth Management investment in Intuitive Surgical

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Intuitive Surgical by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $237k 418 566.36
2025-06-30 $390k 718 543.41
2025-03-31 $207k 418 495.27
2024-12-31 $218k 418 521.96

More positions owned by Focused Wealth Management

Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple Call Option (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Select Sector Spdr Tr State Street Fin (XLF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Focused Wealth Management

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