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Intuitive Surgical shares owned by Unify Financial Advisors

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

Historical chart of Unify Financial Advisors investment in Intuitive Surgical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuitive Surgical by Unify Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $262k 568 460.99

More positions owned by Unify Financial Advisors

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Unify Financial Advisors

Top funds holding Intuitive Surgical

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Vanguard Portfolio Management
FMR
Morgan Stanley
Fisher Investments
Alliancebernstein
Invesco
Bank of America Corporation
Bank of New York Mellon
Northern Trust

View all funds holding Intuitive Surgical