BSW Wealth Partners

Position in ISRG — Intuitive Surgical Inc

CIK 1512601 BOULDER, CO

Position in ISRG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$412,791

-$112,737 QoQ

Shares Held

1,038

-8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,529

of 2,231 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BSW Wealth Partners holds $696,383 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (59.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	1,038	$412,791
2	BDX	Becton Dickinson & Co	1,874	$283,592

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,791	1,038	-8.9%	Shares	Sole	2026-07-15
2026-03-31	$525,528	1,140	-30.9%	Shares	Sole	2026-04-14
2025-12-31	$933,927	1,649	+3.1%	Shares	Sole	2026-01-23
2025-09-30	$715,120	1,599	+81.5%	Shares	Sole	2025-10-15
2025-06-30	$478,744	881	+0.3%	Shares	Sole	2025-07-18
2025-03-31	$434,847	878	-43.6%	Shares	Sole	2025-04-24
2024-12-31	$812,169	1,556	+6.1%	Shares	Sole	2025-01-22
2024-09-30	$720,201	1,466	+33.5%	Shares	Sole	2024-10-29
2024-06-30	$488,445	1,098	+12.3%	Shares	Sole	2024-07-16
2024-03-31	$390,310	978	+34.2%	Shares	Sole	2024-04-23
2023-12-31	$245,935	729	-29.1%	Shares	Sole	2024-01-25
2023-06-30	$351,514	1,028	-1.0%	Shares	Sole	2023-08-11
2023-03-31	$265,177	1,038	-17.3%	Shares	Sole	2023-05-15
2022-12-31	$333,014	1,255	-20.5%	Shares	Sole	2023-02-14
2022-09-30	$295,780	1,578	+24.8%	Shares	Sole	2022-11-14
2022-06-30	$253,697	1,264	-3.5%	Shares	Sole	2022-08-15
2022-03-31	$395,200	1,310	+4.5%	Shares	Sole	2022-05-16
2021-12-31	$450,562	1,254	+219.1%	Shares	Sole	2022-02-14
2021-09-30	$390,700	393	-1.8%	Shares	Sole	2021-11-15
2021-06-30	$367,856	400	+36.1%	Shares	Sole	2021-08-16
2021-03-31	$217,248	294	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.