Circle Wealth Management, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1578242 SUMMIT, NJ

Position in ISRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,282,915

-$148,458 QoQ

Shares Held

3,226

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,075

of 2,231 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Circle Wealth Management, LLC holds $3,725,785 across 4 Medical Instruments & Supplies names. ISRG ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	3,226	$1,282,915
2	WRBY	Warby Parker Inc.	35,697	$1,083,046
3	BDX	Becton Dickinson & Co	4,942	$747,872
4	ALC	Alcon Inc	9,120	$611,952

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,282,915	3,226	+3.9%	Shares	Sole	2026-08-12
2026-03-31	$1,431,373	3,105	+2.4%	Shares	Sole	2026-05-12
2025-12-31	$1,717,203	3,032	+26.1%	Shares	Sole	2026-02-13
2025-09-30	$1,075,588	2,405	+9.4%	Shares	Sole	2025-11-14
2025-06-30	$1,194,415	2,198	-0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,089,098	2,199	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,147,790	2,199	-18.0%	Shares	Sole	2025-02-14
2024-09-30	$1,317,094	2,681	-7.9%	Shares	Sole	2024-11-14
2024-06-30	$1,294,958	2,911	-8.5%	Shares	Sole	2024-08-13
2024-03-31	$1,269,505	3,181	+6.3%	Shares	Sole	2024-05-14
2023-12-31	$1,009,718	2,993	-7.1%	Shares	Sole	2024-02-15
2023-09-30	$942,050	3,223	+19.2%	Shares	Sole	2023-11-15
2023-06-30	$924,263	2,703	+2.3%	Shares	Sole	2023-08-11
2023-03-31	$674,696	2,641	0.0%	Shares	Sole	2023-05-09
2022-12-31	$700,789	2,641	+0.9%	Shares	Sole	2023-02-13
2022-09-30	$490,530	2,617	+30.7%	Shares	Sole	2022-11-14
2022-06-30	$401,821	2,002	-0.4%	Shares	Sole	2022-08-12
2022-03-31	$606,678	2,011	+48.3%	Shares	Sole	2022-05-16
2021-12-31	$487,210	1,356	+211.0%	Shares	Sole	2022-02-14
2021-09-30	$433,449	436	-9.4%	Shares	Sole	2021-11-12
2021-06-30	$442,346	481	+20.9%	Shares	Sole	2021-08-16
2021-03-31	$294,098	398	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.