Destination Wealth Management
Position in ISRG — Intuitive Surgical Inc
CIK 1278573
WALNUT CREEK, CA
Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,692,550
-$1,923,844 QoQ
Shares Held
47,004
+5.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#386
of 2,223 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Derivatives in ISRG
reported options exposure · as of Dec 31, 2025CallValue
$113,272
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Destination Wealth Management holds $18,692,550 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
47,004 | $18,692,550 |
All Filings in ISRG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,692,550 | 47,004 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,616,394 | 44,722 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,691,971 | 41,832 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $113,272 | 200 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $17,748,769 | 39,686 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $10,148 | 200 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $14,350,914 | 26,409 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $387,796 | 783 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $374,245 | 717 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $378,277 | 770 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $329,189 | 740 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $292,932 | 734 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $214,898 | 637 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||