Position in ISRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$54,122,530
-$15,389,664 QoQ
Shares Held
117,405
-4.3% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 73.09290995196075.ToString("F0")%
Shared 0.ToString("F0")%
None 26.90709004803925.ToString("F0")%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Focus Partners Wealth holds $448,628,893 across 17 Medical Instruments & Supplies names. ISRG ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
949,473 | $149,285,639 | |
| 2 | ALC |
Alcon Inc
|
1,557,335 | $117,345,192 | |
| 3 | COO |
Cooper Companies, Inc.
|
1,391,398 | $99,484,957 | |
| 4 | ISRG |
Intuitive Surgical Inc
This page
|
117,405 | $54,122,530 | |
| 5 | ATR |
Aptargroup, Inc.
|
76,047 | $9,583,442 | |
| 6 | RMD |
Resmed Inc
|
20,933 | $4,699,039 | |
| 7 | HOLX |
HOLOGIC INC
|
52,565 | $3,973,388 | |
| 8 | NVST |
Envista Holdings Corp
|
103,621 | $2,628,864 |
All Filings in ISRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $39,124,033 | 74,956 | Shares | Sole | 2025-05-29 | |
| 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. | ||||||