Intuitive Surgical shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Intuitive Surgical
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Quarterly reported holdings in Intuitive Surgical by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $839k | 1.9k | 447.33 |
| 2025-06-30 | $1.0M | 1.9k | 543.41 |
| 2025-03-31 | $864k | 1.7k | 495.27 |
| 2024-12-31 | $806k | 1.5k | 521.96 |
| 2024-09-30 | $974k | 2.0k | 491.27 |
| 2024-06-30 | $654k | 1.5k | 444.85 |
| 2024-03-31 | $587k | 1.5k | 399.09 |
| 2023-12-31 | $395k | 1.2k | 337.36 |
| 2023-09-30 | $315k | 1.1k | 292.29 |
| 2023-06-30 | $186k | 545 | 341.63 |
| 2023-03-31 | $314k | 1.2k | 255.47 |
| 2022-12-31 | $533k | 2.2k | 245.13 |
| 2022-09-30 | $619k | 2.3k | 268.08 |
| 2022-03-31 | $2.4M | 9.9k | 239.31 |
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