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Intuitive Surgical shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants investment in Intuitive Surgical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuitive Surgical by MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3k 5 461.00

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Vanguard Whitehall Fds High Div Yld (VYM)
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
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J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
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Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for MBM Wealth Consultants

Top funds holding Intuitive Surgical

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Vanguard Portfolio Management
FMR
Morgan Stanley
Fisher Investments
Alliancebernstein
Invesco
Bank of America Corporation
Bank of New York Mellon
Northern Trust

View all funds holding Intuitive Surgical