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Intuitive Surgical shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Intuitive Surgical

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All positions including Intuitive Surgical held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuitive Surgical by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 558 491.27
2024-06-30 $233k 523 444.85
2024-03-31 $207k 519 399.09
2018-03-31 $31k 75 413.33
2017-12-31 $27k 75 360.00

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First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
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Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)

View all positions for Holistic Financial Partners

Top funds holding Intuitive Surgical

Vanguard Group
BlackRock
State Street Corporation
T. Rowe Price Associates
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Bank of New York Mellon
Fisher Investments
Franklin Resources
Alliancebernstein
Bank of America Corporation
Invesco
Baillie Gifford & Co

View all funds holding Intuitive Surgical