COLDSTREAM CAPITAL MANAGEMENT INC
Position in ISRG — Intuitive Surgical Inc
CIK 1082339
BELLEVUE, WA
Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,732,226
-$1,396,287 QoQ
Shares Held
9,385
-15.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#730
of 2,223 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $8,405,493 across 13 Medical Instruments & Supplies names. ISRG ranks #1 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
9,385 | $3,732,226 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
2,332 | $837,188 | |
| 3 | BDX |
Becton Dickinson & Co
|
4,318 | $653,442 | |
| 4 | RMD |
Resmed Inc
|
3,085 | $601,204 | |
| 5 | ATR |
Aptargroup, Inc.
|
3,556 | $445,211 | |
| 6 | ALGN |
Align Technology Inc
|
2,433 | $410,349 | |
| 7 | BAX |
Baxter International Inc
|
18,545 | $395,379 | |
| 8 | SOLV |
Solventum Corp
|
4,669 | $360,213 |
All Filings in ISRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,732,226 | 9,385 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,128,513 | 11,125 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,087,803 | 10,749 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,128,386 | 11,467 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $6,353,549 | 11,692 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,383,584 | 10,870 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,022,896 | 11,539 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,679,572 | 11,561 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $4,075,715 | 9,162 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,689,986 | 9,246 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,769,388 | 8,209 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,272,262 | 7,774 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,523,859 | 7,381 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,890,478 | 7,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,946,342 | 7,335 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $1,349,975 | 6,726 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,941,009 | 6,434 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,062,605 | 11,307 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $720,758 | 725 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,952,044 | 3,210 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,356,479 | 3,189 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $753,470 | 921 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $440,624 | 621 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $344,177 | 604 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $275,336 | 556 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||