Welch & Forbes LLC

Position in ISRG — Intuitive Surgical Inc

CIK 105495 Boston, MA

Position in ISRG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,665,814

-$613,556 QoQ

Shares Held

9,218

-0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#736

of 2,223 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Healthcare · as of Jun 30, 2026

Welch & Forbes LLC holds $72,808,395 across 5 Medical Instruments & Supplies names. ISRG ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RMD	Resmed Inc	322,033	$62,757,791
2	BDX	Becton Dickinson & Co	32,999	$4,993,738
3	ISRG	Intuitive Surgical Inc This page	9,218	$3,665,814
4	WST	West Pharmaceutical Services Inc	3,223	$1,157,057
5	SOLV	Solventum Corp	3,033	$233,995

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,665,814	9,218	-0.7%	Shares	Sole	2026-07-30
2026-03-31	$4,279,370	9,283	-0.3%	Shares	Sole	2026-05-01
2025-12-31	$5,273,377	9,311	-0.8%	Shares	Sole	2026-02-10
2025-09-30	$4,196,806	9,384	-0.5%	Shares	Sole	2025-11-04
2025-06-30	$5,126,529	9,434	-1.4%	Shares	Sole	2025-08-05
2025-03-31	$4,740,229	9,571	-1.3%	Shares	Sole	2025-05-02
2024-12-31	$5,060,924	9,696	-1.0%	Shares	Sole	2025-02-07
2024-09-30	$4,809,533	9,790	-0.5%	Shares	Sole	2024-11-04
2024-06-30	$4,377,324	9,840	-0.2%	Shares	Sole	2024-08-02
2024-03-31	$3,934,229	9,858	-0.5%	Shares	Sole	2024-05-03
2023-12-31	$3,341,550	9,905	-0.6%	Shares	Sole	2024-02-06
2023-09-30	$2,911,208	9,960	+0.1%	Shares	Sole	2023-11-03
2023-06-30	$3,403,670	9,954	-3.7%	Shares	Sole	2023-07-28
2023-03-31	$2,641,559	10,340	-2.7%	Shares	Sole	2023-04-14
2022-12-31	$2,820,935	10,631	+1.8%	Shares	Sole	2023-02-02
2022-09-30	$1,958,185	10,447	+0.5%	Shares	Sole	2022-10-31
2022-06-30	$2,085,376	10,390	0.0%	Shares	Sole	2022-07-22
2022-03-31	$3,134,455	10,390	+185.8%	Shares	Sole	2022-04-25
2021-12-31	$1,306,414	3,636	+200.5%	Shares	Sole	2022-01-19
2021-09-30	$1,202,921	1,210	-1.6%	Shares	Sole	2021-10-13
2021-06-30	$1,131,157	1,230	0.0%	Shares	Sole	2021-07-22
2021-03-31	$908,896	1,230	0.0%	Shares	Sole	2021-04-14
2020-12-31	$1,006,263	1,230	0.0%	Shares	Sole	2021-01-20
2020-09-30	$872,734	1,230	0.0%	Shares	Sole	2020-10-23
2020-06-30	$700,890	1,230	-3.5%	Shares	Sole	2020-07-15
2020-03-31	$631,392	1,275	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.