Intuitive Surgical shares owned by Heritage Trust
Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Intuitive Surgical
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Quarterly reported holdings in Intuitive Surgical by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.8k | 447.23 |
| 2025-06-30 | $1.4M | 2.6k | 543.41 |
| 2025-03-31 | $1.1M | 2.3k | 495.27 |
| 2024-12-31 | $917k | 1.8k | 521.96 |
| 2024-06-30 | $735k | 1.7k | 444.85 |
| 2024-03-31 | $670k | 1.7k | 399.09 |
| 2023-12-31 | $586k | 1.7k | 337.36 |
| 2023-09-30 | $502k | 1.7k | 292.29 |
| 2023-06-30 | $616k | 1.8k | 341.94 |
| 2023-03-31 | $460k | 1.8k | 255.47 |
| 2022-12-31 | $594k | 2.2k | 265.35 |
| 2022-09-30 | $428k | 2.3k | 187.50 |
| 2022-06-30 | $438k | 2.2k | 200.83 |
| 2022-03-31 | $653k | 2.2k | 301.48 |
| 2021-12-31 | $784k | 2.2k | 359.47 |
| 2021-09-30 | $723k | 727 | 994.50 |
| 2021-06-30 | $669k | 727 | 920.22 |
| 2021-03-31 | $537k | 727 | 738.65 |
| 2020-12-31 | $618k | 755 | 818.54 |
| 2020-09-30 | $536k | 755 | 709.93 |
| 2020-06-30 | $417k | 732 | 569.67 |