WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1632972
PLYMOUTH, MN
Position in ISRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$46,545,660
+$528,256 QoQ
Shares Held
117,043
+17.3% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#10
of 298 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 4.875985748827354.ToString("F0")%
Shared 0.ToString("F0")%
None 95.12401425117265.ToString("F0")%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Derivatives in ISRG
reported options exposure · as of Jun 30, 2026CallValue
$79,536
CallShares
200
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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $108,204,630 across 26 Medical Instruments & Supplies names. ISRG ranks #1 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
117,043 | $46,545,660 | |
| 2 | BDX |
Becton Dickinson & Co
|
83,994 | $12,710,812 | |
| 3 | RMD |
Resmed Inc
|
56,083 | $10,929,455 | |
| 4 | COO |
Cooper Companies, Inc.
|
83,216 | $5,967,419 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
14,417 | $5,175,703 | |
| 6 | ALGN |
Align Technology Inc
|
30,195 | $5,092,688 | |
| 7 | NVST |
Envista Holdings Corp
|
138,590 | $3,651,846 | |
| 8 | ATR |
Aptargroup, Inc.
|
25,202 | $3,155,290 |
All Filings in ISRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,536 | 200 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $46,545,660 | 117,043 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $46,017,404 | 99,823 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $79,835,804 | 140,963 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $60,714,603 | 135,757 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $71,625,241 | 131,807 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $62,056,835 | 125,299 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $137,814,664 | 264,033 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $76,579,167 | 155,880 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $68,806,284 | 154,673 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $62,440,025 | 156,456 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $50,517,635 | 149,744 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $42,686,323 | 146,041 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $431,186 | 1,261 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $306,053 | 1,198 | Shares | Sole | 2023-04-25 | |
| 2022-06-30 | $1,455,548 | 7,252 | Shares | Sole | 2022-07-18 | |
| 2021-09-30 | $1,339,119 | 4,041 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||