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Intuitive Surgical shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Intuitive Surgical

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All positions including Intuitive Surgical held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuitive Surgical by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.3k 18 461.00

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

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