BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1352860 BLUE BELL, PA

Position in ISRG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$65,219

-$8,078 QoQ

Shares Held

164

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,991

of 2,223 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 32% Shared 0% None 68%

Healthcare · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $74,298 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (87.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	164	$65,219
2	BDX	Becton Dickinson & Co	60	$9,079

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,219	164	+3.1%	Shares	Sole	2026-08-06
2026-03-31	$73,297	159	+6.0%	Shares	Sole	2026-05-11
2025-12-31	$84,954	150	+3.4%	Shares	Sole	2026-02-09
2025-09-30	$64,848	145	+0.7%	Shares	Sole	2025-10-22
2025-06-30	$78,251	144	+20.0%	Shares	Sole	2025-08-11
2025-03-31	$59,432	120	0.0%	Shares	Sole	2025-05-05
2024-12-31	$62,635	120	0.0%	Shares	Sole	2025-02-07
2024-09-30	$58,952	120	-1.6%	Shares	Sole	2024-10-29
2024-06-30	$54,271	122	+0.8%	Shares	Sole	2024-08-05
2024-03-31	$48,289	121	+1.7%	Shares	Sole	2024-04-24
2023-12-31	$40,145	119	0.0%	Shares	Sole	2024-01-25
2023-09-30	$34,782	119	0.0%	Shares	Sole	2023-10-30
2023-06-30	$40,690	119	+7.2%	Shares	Sole	2023-08-08
2023-03-31	$28,357	111	0.0%	Shares	Sole	2023-05-08
2022-12-31	$29,453	111	0.0%	Shares	Sole	2023-02-03
2022-09-30	$20,805	111	-11.9%	Shares	Sole	2022-11-09
2022-06-30	$25,289	126	0.0%	Shares	Sole	2022-08-02
2022-03-31	$38,011	126	-7.4%	Shares	Sole	2022-04-21
2021-12-31	$48,864	136	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.