Brown Financial Advisors

SEC CIK: 0002035548
Latest filing: Aug 26, 2026

SEC filings (opens in a new tab)

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Brown Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overview All 13F holders of ISRG Full Q2 2026 holdings

Shares (Q2 2026): 2,293
Value: $911.9K
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of ISRG by Brown Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,293	$911.9K	0.3%	+355+18.3%	Added	Holders
Q1 2026	1,938	$893.4K	0.3%	+54+2.9%	Added	Holders
Q4 2025	1,884	$1.07M	0.4%	+1,884	New	Holders