Position in ISRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$50,334,755
-$3,787,775 QoQ
Shares Held
126,571
+7.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#223
of 2,231 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 66%
Shared 3%
None 31%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $458,260,683 across 16 Medical Instruments & Supplies names. ISRG ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
954,318 | $144,416,942 | |
| 2 | ALC |
Alcon Inc
|
1,907,874 | $128,018,345 | |
| 3 | COO |
Cooper Companies, Inc.
|
1,410,461 | $101,144,158 | |
| 4 | ISRG |
Intuitive Surgical Inc
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|
126,571 | $50,334,755 | |
| 5 | ATR |
Aptargroup, Inc.
|
125,615 | $15,726,998 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
13,557 | $4,866,963 | |
| 7 | NVST |
Envista Holdings Corp
|
169,760 | $4,473,176 | |
| 8 | RMD |
Resmed Inc
|
16,987 | $3,310,426 |
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,334,755 | 126,571 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $54,122,530 | 117,405 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $69,512,194 | 122,735 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,686,736 | 86,503 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,813,392 | 82,467 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,277,882 | 79,306 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $27,682,670 | 53,036 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $35,162,158 | 71,574 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,735,724 | 39,869 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $14,454,640 | 36,219 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,901,036 | 20,456 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||