Position in ISRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$868,930
-$161,382 QoQ
Shares Held
2,185
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,197
of 2,222 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 5%
None 95%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $2,616,337 across 2 Medical Instruments & Supplies names. ISRG ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
11,547 | $1,747,407 | |
| 2 | ISRG |
Intuitive Surgical Inc
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|
2,185 | $868,930 |
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,930 | 2,185 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,030,312 | 2,235 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,220,505 | 2,155 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $898,485 | 2,009 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,116,164 | 2,054 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,144,568 | 2,311 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,693,760 | 3,245 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,570,590 | 3,197 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,479,126 | 3,325 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,200,462 | 3,008 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $750,963 | 2,226 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||