Position in ISRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,591,282
-$70,935 QoQ
Shares Held
6,516
+12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#827
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, 2026Segment Wealth Management, LLC holds $2,591,282 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
6,516 | $2,591,282 |
All Filings in ISRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,591,282 | 6,516 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,662,217 | 5,775 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,128,572 | 5,524 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,368,977 | 5,297 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,017,012 | 5,552 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,590,262 | 5,230 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,636,941 | 5,052 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,504,003 | 5,097 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,265,621 | 5,093 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,967,912 | 4,931 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,561,302 | 4,628 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,134,962 | 3,883 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,151,653 | 3,368 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $818,781 | 3,205 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $850,446 | 3,205 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $598,683 | 3,194 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $589,685 | 2,938 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,080,014 | 3,580 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,201,139 | 3,343 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,056,781 | 1,063 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $936,193 | 1,018 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $752,240 | 1,018 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $742,016 | 907 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $625,814 | 882 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $277,507 | 487 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $202,540 | 409 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||