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Intuitive Surgical shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Intuitive Surgical

Tip: Access up to 7 years of quarterly data

All positions including Intuitive Surgical held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuitive Surgical by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $10k 18 566.33
2025-06-30 $4.3k 8 543.38
2025-03-31 $4.0k 8 495.25
2023-03-31 $1.0k 4 255.50

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Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
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Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

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
Jennison Associates
Goldman Sachs Group

View all funds holding Intuitive Surgical