Institute for Wealth Management, LLC.
Position in ISRG — Intuitive Surgical Inc
CIK 1533954
DENVER, CO
Position in ISRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,013,686
-$102,370 QoQ
Shares Held
2,549
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,145
of 2,231 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,485,277 across 11 Medical Instruments & Supplies names. ISRG ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
2,549 | $1,013,686 | |
| 2 | RMD |
Resmed Inc
|
800 | $155,904 | |
| 3 | BAX |
Baxter International Inc
|
4,356 | $92,869 | |
| 4 | BDX |
Becton Dickinson & Co
|
505 | $76,421 | |
| 5 | ALC |
Alcon Inc
|
618 | $41,467 | |
| 6 | ATR |
Aptargroup, Inc.
|
304 | $38,060 | |
| 7 | SOLV |
Solventum Corp
|
379 | $29,239 | |
| 8 | ALGN |
Align Technology Inc
|
80 | $13,492 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,686 | 2,549 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,116,056 | 2,421 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,371,157 | 2,421 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,077,824 | 2,410 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,335,701 | 2,458 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,239,165 | 2,502 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,318,470 | 2,526 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,226,701 | 2,497 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,220,668 | 2,744 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,036,835 | 2,598 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $888,606 | 2,634 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $769,891 | 2,634 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $909,902 | 2,661 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $676,995 | 2,650 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $723,344 | 2,726 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $525,019 | 2,801 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $566,202 | 2,821 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $842,592 | 2,793 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,032,628 | 2,874 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $928,536 | 934 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $900,327 | 979 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $701,992 | 950 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $708,474 | 866 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $522,930 | 737 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $432,500 | 759 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $353,579 | 714 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||