Waldron Private Wealth LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1598180 BRIDGEVILLE, PA

Position in ISRG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$278,773

-$46,685 QoQ

Shares Held

701

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,722

of 2,231 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Waldron Private Wealth LLC holds $278,773 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	701	$278,773

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,773	701	-0.7%	Shares	Sole	2026-07-20
2026-03-31	$325,458	706	+25.0%	Shares	Sole	2026-04-10
2025-12-31	$319,993	565	-7.7%	Shares	Sole	2026-01-14
2025-09-30	$273,704	612	-20.4%	Shares	Sole	2025-10-30
2025-06-30	$417,882	769	-19.1%	Shares	Sole	2025-07-31
2025-03-31	$470,506	950	-69.0%	Shares	Sole	2025-05-08
2024-12-31	$1,599,285	3,064	+25.2%	Shares	Sole	2025-01-24
2024-09-30	$1,202,137	2,447	-0.2%	Shares	Sole	2024-10-21
2024-06-30	$1,091,217	2,453	+10.7%	Shares	Sole	2024-07-31
2024-03-31	$883,984	2,215	+5.2%	Shares	Sole	2024-05-09
2023-12-31	$710,480	2,106	-10.0%	Shares	Sole	2024-08-29
2023-09-30	$684,250	2,341	-2.9%	Shares	Sole	2024-08-29
2023-06-30	$824,075	2,410	+17.0%	Shares	Sole	2024-08-29
2023-03-31	$526,268	2,060	+3.3%	Shares	Sole	2024-08-29
2022-12-31	$373	1,995	0.0%	Shares	Sole	2023-02-08
2022-09-30	$373,942	1,995	+10.6%	Shares	Sole	2022-11-14
2022-06-30	$362,080	1,804	+4.6%	Shares	Sole	2022-08-03
2022-03-31	$520,096	1,724	+11.4%	Shares	Sole	2022-05-04
2021-12-31	$556,196	1,548	+219.8%	Shares	Sole	2022-02-02
2021-09-30	$481,168	484	+41.5%	Shares	Sole	2021-11-02
2021-06-30	$314,516	342	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.