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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

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Quarterly 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