Position in ISRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,109,294
+$1,525,681 QoQ
Shares Held
5,304
+319.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#898
of 2,235 holders
Holding Since
Mar 2020
21 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 Jun 30, 2026Wealthspire Advisors, LLC holds $5,107,697 across 9 Medical Instruments & Supplies names. ISRG ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
5,304 | $2,109,294 | |
| 2 | BDX |
Becton Dickinson & Co
|
6,378 | $965,182 | |
| 3 | RMD |
Resmed Inc
|
2,748 | $535,530 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
1,402 | $503,318 | |
| 5 | ICUI |
Icu Medical Inc/De
|
2,509 | $367,819 | |
| 6 | COO |
Cooper Companies, Inc.
|
4,016 | $287,987 | |
| 7 | SOLV |
Solventum Corp
|
2,687 | $207,302 | |
| 8 | KRMD |
KORU Medical Systems, Inc.
|
21,425 | $89,985 |
All Filings in ISRG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,109,294 | 5,304 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||