W.G. Shaheen & Associates DBA Whitney & Co
Position in ISRG — Intuitive Surgical Inc
CIK 1577001
ROCHESTER, NY
Position in ISRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,027,207
-$144,629 QoQ
Shares Held
2,583
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,139
of 2,231 holders
Holding Since
Jun 2023
11 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, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $10,578,860 across 2 Medical Instruments & Supplies names. ISRG ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
49,013 | $9,551,653 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
2,583 | $1,027,207 |
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,207 | 2,583 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,171,836 | 2,542 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,425,528 | 2,517 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $263,418 | 589 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $318,981 | 587 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $376,405 | 760 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $308,478 | 591 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $290,340 | 591 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $262,906 | 591 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $235,862 | 591 | Shares | Sole | 2024-05-08 | |
| 2023-06-30 | $204,138 | 597 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||