MISSION WEALTH MANAGEMENT, LP

Position in ISRG — Intuitive Surgical Inc

CIK 1645382 Santa Barbara, CA

Position in ISRG

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

Position Value

$15,338,517

+$479,427 QoQ

Shares Held

38,570

+19.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#424

of 2,223 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $19,749,195 across 5 Medical Instruments & Supplies names. ISRG ranks #1 (77.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	38,570	$15,338,517
2	BDX	Becton Dickinson & Co	12,971	$1,962,901
3	WST	West Pharmaceutical Services Inc	4,611	$1,655,349
4	COO	Cooper Companies, Inc.	7,754	$556,039
5	RMD	Resmed Inc	1,213	$236,389

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,338,517	38,570	+19.7%	Shares	Sole	2026-07-20
2026-03-31	$14,859,090	32,233	+0.5%	Shares	Sole	2026-05-15
2025-12-31	$18,173,359	32,088	+1.3%	Shares	Sole	2026-02-05
2025-09-30	$14,169,140	31,682	-0.2%	Shares	Sole	2025-11-04
2025-06-30	$17,242,942	31,731	-0.3%	Shares	Sole	2025-08-05
2025-03-31	$15,758,996	31,819	-4.4%	Shares	Sole	2025-04-17
2024-12-31	$17,366,131	33,271	-0.6%	Shares	Sole	2025-02-06
2024-09-30	$16,441,824	33,468	+0.1%	Shares	Sole	2024-10-31
2024-06-30	$14,877,563	33,444	+3.4%	Shares	Sole	2024-08-05
2024-03-31	$12,904,973	32,336	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$10,871,088	32,224	-0.1%	Shares	Sole	2024-02-05
2023-09-30	$9,432,782	32,272	+5.8%	Shares	Sole	2023-10-24
2023-06-30	$10,425,408	30,489	-0.4%	Shares	Sole	2023-08-04
2023-03-31	$7,820,447	30,612	+1.1%	Shares	Sole	2023-04-07
2022-12-31	$8,034,532	30,279	+0.0%	Shares	Sole	2023-02-02
2022-09-30	$5,673,621	30,269	-0.1%	Shares	Sole	2022-10-12
2022-06-30	$6,079,907	30,292	+3.9%	Shares	Sole	2022-07-27
2022-03-31	$8,793,972	29,150	-0.3%	Shares	Sole	2022-04-25
2021-12-31	$10,503,776	29,234	+201.9%	Shares	Sole	2022-02-11
2021-09-30	$9,626,353	9,683	-0.1%	Shares	Sole	2021-11-05
2021-06-30	$8,909,473	9,688	+0.2%	Shares	Sole	2021-08-10
2021-03-31	$7,146,287	9,671	-0.0%	Shares	Sole	2021-05-10
2020-12-31	$7,914,299	9,674	-1.8%	Shares	Sole	2021-01-19
2020-09-30	$6,991,096	9,853	-0.1%	Shares	Sole	2020-10-16
2020-06-30	$5,620,232	9,863	+1.1%	Shares	Sole	2020-08-03
2020-03-31	$4,833,249	9,760	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.