Private Wealth Partners, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1335851 MILL VALLEY, CA

Position in ISRG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$627,141

+$4,805 QoQ

Shares Held

1,577

+16.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,351

of 2,231 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Private Wealth Partners, LLC holds $890,250 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (70.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	1,577	$627,141
2	ALGN	Align Technology Inc	1,560	$263,109

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,141	1,577	+16.8%	Shares	Sole	2026-08-03
2026-03-31	$622,336	1,350	-3.7%	Shares	Sole	2026-04-28
2025-12-31	$794,036	1,402	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$627,910	1,404	-3.6%	Shares	Sole	2025-11-04
2025-06-30	$791,204	1,456	0.0%	Shares	Sole	2025-08-01
2025-03-31	$721,113	1,456	+0.6%	Shares	Sole	2025-04-22
2024-12-31	$755,798	1,448	+6.4%	Shares	Sole	2025-02-03
2024-09-30	$668,618	1,361	0.0%	Shares	Sole	2024-10-29
2024-06-30	$605,440	1,361	+7.3%	Shares	Sole	2024-08-08
2024-03-31	$506,046	1,268	-56.5%	Shares	Sole	2024-05-09
2023-12-31	$984,416	2,918	+0.3%	Shares	Sole	2024-02-02
2023-09-30	$850,563	2,910	0.0%	Shares	Sole	2023-11-07
2023-06-30	$995,045	2,910	0.0%	Shares	Sole	2023-08-03
2023-03-31	$743,417	2,910	+186.1%	Shares	Sole	2023-05-04
2020-12-31	$832,007	1,017	0.0%	Shares	Sole	2021-02-03
2020-09-30	$721,602	1,017	-39.5%	Shares	Sole	2020-10-29
2020-06-30	$957,884	1,681	-45.3%	Shares	Sole	2020-07-31
2020-03-31	$1,522,770	3,075	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.