Dakota Wealth Management

Position in ISRG — Intuitive Surgical Inc

CIK 1631353 PALM BEACH GARDENS, FL

Position in ISRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,722,352

-$420,790 QoQ

Shares Held

4,331

-6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#964

of 2,231 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Dakota Wealth Management holds $26,388,187 across 7 Medical Instruments & Supplies names. ISRG ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WST	West Pharmaceutical Services Inc	32,568	$11,691,912
2	ALGN	Align Technology Inc	46,102	$7,775,563
3	BDX	Becton Dickinson & Co	17,716	$2,680,962
4	RMD	Resmed Inc	9,800	$1,909,824
5	ISRG	Intuitive Surgical Inc This page	4,331	$1,722,352
6	ATR	Aptargroup, Inc.	3,230	$404,396
7	ALC	Alcon Inc	3,028	$203,178

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,722,352	4,331	-6.8%	Shares	Defined	2026-08-07
2026-03-31	$2,143,142	4,649	-25.1%	Shares	Defined	2026-08-26
2025-12-31	$3,513,131	6,203	+32.2%	Shares	Defined	2026-08-26
2025-09-30	$2,098,403	4,692	-63.9%	Shares	Sole	2026-08-26
2025-06-30	$7,055,092	12,983	-43.6%	Shares	Defined	2025-07-16
2025-03-31	$11,404,087	23,026	+157.2%	Shares	Defined	2025-05-02
2024-12-31	$4,672,585	8,952	-3.3%	Shares	Sole	2025-01-17
2024-09-30	$4,548,177	9,258	-31.3%	Shares	Defined	2024-10-23
2024-06-30	$5,993,908	13,474	+48.4%	Shares	Defined	2024-07-22
2024-03-31	$3,622,939	9,078	+15.1%	Shares	Sole	2024-04-24
2023-12-31	$2,661,770	7,890	-20.1%	Shares	Defined	2024-01-30
2023-09-30	$2,885,486	9,872	+75.3%	Shares	Other	2023-10-24
2023-06-30	$1,925,805	5,632	+64.5%	Shares	Sole	2023-07-31
2023-03-31	$874,473	3,423	+8.0%	Shares	Sole	2023-04-14
2022-12-31	$840,628	3,168	+13.2%	Shares	Sole	2023-02-08
2022-09-30	$524,643	2,799	-24.2%	Shares	Sole	2022-11-10
2022-06-30	$741,221	3,693	-39.3%	Shares	Sole	2022-08-05
2022-03-31	$1,836,325	6,087	-8.0%	Shares	Other	2022-05-13
2021-12-31	$2,376,410	6,614	+200.5%	Shares	Sole	2022-02-10
2021-09-30	$2,188,123	2,201	+193.1%	Shares	Sole	2021-11-15
2021-06-30	$690,649	751	-0.1%	Shares	Other	2021-08-02
2021-03-31	$555,682	752	-0.1%	Shares	Other	2021-05-10
2020-12-31	$616,028	753	+2.6%	Shares	Sole	2021-02-12
2020-09-30	$520,801	734	+75.2%	Shares	Other	2020-11-04
2020-06-30	$238,758	419	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.