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Intuitive Surgical shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group investment in Intuitive Surgical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuitive Surgical by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $247k 436 565.49

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Wescott Financial Advisory Group

Top funds holding Intuitive Surgical

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Norges Bank Investment Management
FMR
Invesco
Alliancebernstein
Bank of New York Mellon
Fisher Investments
Northern Trust
Jpmorgan Chase & Co
Jennison Associates
Wellington Management Company

View all funds holding Intuitive Surgical