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Intuitive Surgical shares owned by Omega Financial Group

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

Historical chart of Omega Financial Group investment in Intuitive Surgical

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

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Quarterly reported holdings in Intuitive Surgical by Omega Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $221k 391 566.36
2025-06-30 $207k 381 543.41

More positions owned by Omega Financial Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Series Trust State Street Spd (SPHY)
Affirm Hldgs Com Cl A (AFRM)

View all positions for Omega Financial Group

Top funds holding Intuitive Surgical

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Norges Bank Investment Management
FMR
Invesco
Alliancebernstein
Bank of New York Mellon
Fisher Investments
Northern Trust
Jpmorgan Chase & Co
Jennison Associates
Wellington Management Company

View all funds holding Intuitive Surgical