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Intuitive Surgical shares owned by Perissos Private Wealth Management

Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Perissos Private Wealth Management from 13F filings

Historical chart of Perissos Private Wealth Management investment in Intuitive Surgical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuitive Surgical by Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $410k 916 447.23
2025-06-30 $498k 916 543.41
2025-03-31 $454k 916 495.27
2024-12-31 $507k 971 521.96
2024-09-30 $475k 966 491.27
2024-06-30 $430k 966 444.85

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Blackstone Secd Lending Common Stock (BXSL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)

View all positions for Perissos Private Wealth Management

Top funds holding Intuitive Surgical

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

View all funds holding Intuitive Surgical