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Intuitive Surgical shares owned by Planned Solutions

Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Intuitive Surgical

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All positions including Intuitive Surgical held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuitive Surgical by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $96k 195 491.27
2023-12-31 $66k 195 337.36

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Jpmorgan Income Etf Etf (JPIE)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Invesco Qqq Trust Series I Etf (QQQ)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
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Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ishares Large Cap Deep Buffer Etf Etf (IVVB)
Illinois Tool Wks Stock (ITW)
Elastic N V Ord Stock (ESTC)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)

View all positions for Planned Solutions

Top funds holding Intuitive Surgical

Vanguard Group
BlackRock
State Street Corporation
T. Rowe Price Associates
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Bank of New York Mellon
Fisher Investments
Norges Bank Investment Management
Franklin Resources
Alliancebernstein
Invesco

View all funds holding Intuitive Surgical