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Intuitive Surgical shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Intuitive Surgical

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

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Quarterly reported holdings in Intuitive Surgical by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.1k 16 566.38
2022-03-31 $6.0k 21 285.71

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for West Financial Advisors

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