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Holistic Financial Partners

Position in ISRG — Intuitive Surgical Inc

CIK 1729304 INDIANAPOLIS, IN

Position in ISRG

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$202,835
-$119,990 QoQ
Shares Held
440
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ISRG Over Time

Shares Held

Position Value (USD)

All Filings in ISRG

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $202,835 440
2025-12-31 $322,825 570
2025-09-30 $249,554 558
2025-06-30 $307,026 565
2025-03-31 $275,865 557
2024-12-31 $291,775 559
2024-09-30 $274,128 558
2024-06-30 $232,656 523
2024-03-31 $207,127 519