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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

Tip: Access up to 7 years of quarterly data

All positions including Intuitive Surgical held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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