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Intuitive Surgical shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts investment in Intuitive Surgical

Tip: Access up to 7 years of quarterly data

All positions including Intuitive Surgical held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuitive Surgical by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 483 447.23
2025-06-30 $258k 475 543.41
2025-03-31 $235k 474 495.27
2024-12-31 $243k 465 521.96
2024-09-30 $204k 415 491.27

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr S&p 500 Val Etf (IVE)
Tesla Motors (TSLA)

View all positions for Morris Financial Concepts

Top funds holding Intuitive Surgical

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
FMR
Bank of New York Mellon
Alliancebernstein
Fisher Investments
Northern Trust
Invesco
Jpmorgan Chase & Co
Amundi
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding Intuitive Surgical