Intuitive Surgical shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Intuitive Surgical
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All positions including Intuitive Surgical held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Intuitive Surgical by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $323k | 810 | 398.20 |
| 2026-03-31 | $382k | 828 | 461.46 |
| 2025-12-31 | $469k | 828 | 566.93 |
| 2025-09-30 | $348k | 777 | 447.73 |
| 2025-06-30 | $445k | 817 | 544.11 |
| 2025-03-31 | $400k | 808 | 495.47 |
| 2024-12-31 | $421k | 806 | 522.57 |
| 2024-09-30 | $394k | 801 | 491.85 |
| 2024-06-30 | $357k | 801 | 445.37 |
| 2024-03-31 | $299k | 748 | 399.25 |
| 2023-12-31 | $223k | 660 | 337.36 |
| 2023-09-30 | $193k | 660 | 292.29 |
| 2023-06-30 | $226k | 660 | 341.94 |
| 2023-03-31 | $189k | 738 | 255.47 |
| 2022-12-31 | $196k | 738 | 265.35 |
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