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
Tip: Access up to 7 years of quarterly data
All positions including Intuitive Surgical held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Intuitive Surgical by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 558 | 447.23 |
| 2025-06-30 | $307k | 565 | 543.41 |
| 2025-03-31 | $276k | 557 | 495.27 |
| 2024-12-31 | $292k | 559 | 521.96 |
| 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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