Intuitive Surgical shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Intuitive Surgical
Tip: Access up to 7 years of quarterly data
All positions including Intuitive Surgical held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Intuitive Surgical by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $263k | 464 | 566.36 |
| 2025-06-30 | $221k | 407 | 543.41 |
| 2025-03-31 | $235k | 475 | 495.27 |
| 2024-12-31 | $205k | 392 | 521.96 |
| 2024-09-30 | $202k | 412 | 491.27 |
| 2023-12-31 | $1.2M | 3.6k | 337.36 |
| 2023-09-30 | $1.0M | 3.6k | 292.29 |
| 2023-06-30 | $204k | 597 | 341.94 |
| 2021-12-31 | $214k | 597 | 358.46 |
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