CWM, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1535847 OMAHA, NE

Position in ISRG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$25,185,266

-$2,861,447 QoQ

Shares Held

54,633

+10.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1.268464115095272.ToString("F0")% Shared 0.ToString("F0")% None 98.73153588490473.ToString("F0")%

Healthcare · as of Mar 31, 2026

CWM, LLC holds $67,740,470 across 39 Medical Instruments & Supplies names. ISRG ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	54,633	$25,185,266
2	ALGN	Align Technology Inc	103,496	$17,742,319
3	COO	Cooper Companies, Inc.	91,515	$6,543,322
4	BDX	Becton Dickinson & Co	40,685	$6,396,902
5	ATR	Aptargroup, Inc.	16,285	$2,052,235
6	NVST	Envista Holdings Corp	72,923	$1,850,056
7	WST	West Pharmaceutical Services Inc	5,241	$1,313,604
8	RMD	Resmed Inc	5,534	$1,242,272

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,185,266	54,633	+10.3%	Shares	Sole	2026-05-14
2025-12-31	$28,046,713	49,521	+15.0%	Shares	Sole	2026-01-26
2025-09-30	$19,260,407	43,066	+5.0%	Shares	Sole	2025-10-15
2025-06-30	$22,280,896	41,002	-16.4%	Shares	Sole	2025-07-25
2025-03-31	$24,284,078	49,032	+7.1%	Shares	Sole	2025-05-01
2024-12-31	$23,894,806	45,779	+6.1%	Shares	Sole	2025-02-04
2024-09-30	$21,199,283	43,152	+5.3%	Shares	Sole	2024-10-08
2024-06-30	$18,234,401	40,990	+12.3%	Shares	Sole	2024-07-10
2024-03-31	$14,567,583	36,502	+14.3%	Shares	Sole	2024-04-05
2023-12-31	$10,769,880	31,924	+26.4%	Shares	Sole	2024-02-01
2023-09-30	$7,384,706	25,265	+36.5%	Shares	Sole	2023-10-11
2023-06-30	$6,328,967	18,509	+54.1%	Shares	Sole	2023-08-03
2023-03-31	$3,068,705	12,012	+23.7%	Shares	Sole	2023-05-01
2022-12-31	$2,577,609	9,714	+4.3%	Shares	Sole	2023-02-01
2022-09-30	$1,745,253	9,311	-74.8%	Shares	Sole	2022-10-27
2022-06-30	$7,426,069	36,999	-56.1%	Shares	Sole	2022-07-28
2022-03-31	$25,414,126	84,242	+0.5%	Shares	Sole	2022-04-21
2021-12-31	$30,128,742	83,854	+241.8%	Shares	Sole	2022-01-31
2021-06-30	$7,519,590	24,530	0.0%	Shares	Sole	2021-09-15
2021-03-31	$6,042,065	24,530	0.0%	Shares	Sole	2021-09-15
2020-12-31	$6,689,331	24,530	0.0%	Shares	Sole	2021-09-15
2020-09-30	$5,801,671	24,530	0.0%	Shares	Sole	2021-09-15
2020-06-30	$4,659,309	24,530	0.0%	Shares	Sole	2021-09-15
2020-03-31	$4,049,167	24,530	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.