WealthPLAN Partners, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1639943 OMAHA, NE

Position in ISRG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$214,747

-$17,591 QoQ

Shares Held

540

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,858

of 2,231 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $238,250 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (90.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	540	$214,747
2	STXS	Stereotaxis, Inc.	13,665	$23,503

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,747	540	+7.1%	Shares	Sole	2026-07-28
2026-03-31	$232,338	504	+16.1%	Shares	Sole	2026-04-29
2025-12-31	$245,800	434	-28.0%	Shares	Sole	2026-02-12
2024-06-30	$268,244	603	-23.0%	Shares	Sole	2024-08-09
2024-03-31	$312,487	783	0.0%	Shares	Sole	2024-05-07
2023-12-31	$264,152	783	0.0%	Shares	Sole	2024-01-05
2023-09-30	$228,863	783	+7.1%	Shares	Sole	2023-11-02
2023-06-30	$249,958	731	-20.5%	Shares	Sole	2023-07-31
2023-03-31	$235,032	920	-57.7%	Shares	Other	2023-05-10
2022-12-31	$576,605	2,173	-78.0%	Shares	Sole	2023-02-16
2022-03-31	$2,977,581	9,870	+9.0%	Shares	Sole	2022-05-03
2021-12-31	$3,253,102	9,054	+7.7%	Shares	Sole	2022-02-01
2021-09-30	$8,359,806	8,409	+209.6%	Shares	Sole	2021-12-09
2021-06-30	$2,497,742	2,716	+15.2%	Shares	Sole	2021-08-19
2021-03-31	$1,741,681	2,357	+19.5%	Shares	Sole	2021-05-11
2020-12-31	$1,613,293	1,972	+136.5%	Shares	Sole	2021-02-09
2020-09-30	$591,756	834	—	Shares	Sole	2020-12-18
No filing history on record for this holder in this stock.