Perigon Wealth Management, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1575239
SAN FRANCISCO, CA
Position in ISRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,139,053
-$706,873 QoQ
Shares Held
10,408
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#706
of 2,223 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $10,294,851 across 6 Medical Instruments & Supplies names. ISRG ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
23,587 | $4,596,634 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
10,408 | $4,139,053 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
1,868 | $670,612 | |
| 4 | SOLV |
Solventum Corp
|
4,797 | $370,088 | |
| 5 | BDX |
Becton Dickinson & Co
|
1,798 | $272,091 | |
| 6 | BAX |
Baxter International Inc
|
11,556 | $246,373 |
All Filings in ISRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,139,053 | 10,408 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,845,926 | 10,512 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,789,331 | 10,222 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,565,771 | 10,209 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,118,378 | 9,419 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,483,679 | 9,053 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,029,455 | 5,804 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,679,386 | 5,454 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,417,314 | 5,434 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,140,319 | 5,363 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,800,152 | 5,336 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,505,293 | 5,150 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,719,958 | 5,030 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,198,665 | 4,692 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,364,164 | 5,141 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,057,536 | 5,642 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $927,882 | 4,623 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,305,972 | 4,329 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,537,085 | 4,278 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,330,172 | 1,338 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,179,898 | 1,283 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $914,068 | 1,237 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $658,453 | 928 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $512,846 | 900 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $562,063 | 1,135 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||