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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)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
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NVIDIA Corporation (NVDA)
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

BlackRock
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Bank of New York Mellon
Fisher Investments
Franklin Resources
Bank of America Corporation
Invesco
Baillie Gifford & Co
Jennison Associates
Northern Trust
Amundi
Edgewood Management

View all funds holding Intuitive Surgical