Position in ISRG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$583,613
-$1,084,883 QoQ
Shares Held
1,266
-57.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Wealthspire Advisors, LLC holds $2,603,513 across 8 Medical Instruments & Supplies names. ISRG ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
5,829 | $916,493 | |
| 2 | ISRG |
Intuitive Surgical Inc
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|
1,266 | $583,613 | |
| 3 | ICUI |
Icu Medical Inc/De
|
2,591 | $334,627 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
1,248 | $312,798 | |
| 5 | COO |
Cooper Companies, Inc.
|
4,107 | $293,650 | |
| 6 | KRMD |
KORU Medical Systems, Inc.
|
21,425 | $92,556 | |
| 7 | STXS |
Stereotaxis, Inc.
|
31,500 | $57,960 | |
| 8 | FEMY |
Femasys Inc
|
28,134 | $11,816 |
All Filings in ISRG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $583,613 | 1,266 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,668,496 | 2,946 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $521,470 | 1,166 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,104,752 | 2,033 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $827,596 | 1,671 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $858,624 | 1,645 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $628,334 | 1,279 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $509,353 | 1,145 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $411,860 | 1,032 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $424,736 | 1,259 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $283,521 | 970 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $285,861 | 836 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $352,384 | 1,328 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $562,304 | 1,565 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $552,747 | 556 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $2,265,589 | 3,066 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,073,065 | 2,534 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,432,561 | 2,019 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $453,014 | 795 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $707,655 | 1,429 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||