Sendero Wealth Management, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1639375
SAN ANTONIO, TX
Position in ISRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$848,648
-$141,557 QoQ
Shares Held
2,134
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,208
of 2,223 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Sendero Wealth Management, LLC holds $2,639,393 across 3 Medical Instruments & Supplies names. ISRG ranks #2 (32.2% of the industry book) .
All Filings in ISRG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,648 | 2,134 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $990,205 | 2,148 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $1,239,762 | 2,189 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $958,413 | 2,143 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $1,167,244 | 2,148 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,057,401 | 2,135 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,745,956 | 3,345 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,643,298 | 3,345 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,488,023 | 3,345 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,334,956 | 3,345 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,128,469 | 3,345 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $977,710 | 3,345 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,143,789 | 3,345 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||