Position in ISRG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$208,828
-$27,910 QoQ
Shares Held
453
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Derivatives in ISRG
reported options exposure · as of Jun 30, 2025CallValue
$163,023
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Focused Wealth Management, Inc holds $307,951 across 1 Medical Instruments & Supplies name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRBY |
Warby Parker Inc.
|
10,150 | $307,951 |
All Filings in ISRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,828 | 453 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $236,738 | 418 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 | $163,023 | 300 | Call | Sole | 2025-07-15 | |
| 2025-06-30 | $227,145 | 418 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $207,022 | 418 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $218,179 | 418 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||