Venturi Wealth Management, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1666363 AUSTIN, TX

Position in ISRG

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

Position Value

$593,735

-$45,657 QoQ

Shares Held

1,493

+7.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,372

of 2,231 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 35% Shared 65% None 0%

Healthcare · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $2,188,994 across 4 Medical Instruments & Supplies names. ISRG ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WST	West Pharmaceutical Services Inc	3,130	$1,123,670
2	ISRG	Intuitive Surgical Inc This page	1,493	$593,735
3	ATR	Aptargroup, Inc.	2,002	$250,649
4	BDX	Becton Dickinson & Co	1,460	$220,940

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$593,735	1,493	+7.6%	Shares	Sole	2026-07-20
2026-03-31	$639,392	1,387	-16.1%	Shares	Other	2026-04-21
2025-12-31	$936,759	1,654	+32.0%	Shares	Sole	2026-01-22
2025-09-30	$560,378	1,253	-30.2%	Shares	Sole	2025-10-23
2025-06-30	$975,420	1,795	+4.6%	Shares	Other	2025-07-23
2025-03-31	$849,883	1,716	+4.5%	Shares	Sole	2025-05-06
2024-12-31	$857,057	1,642	+21.5%	Shares	Sole	2025-01-31
2024-09-30	$663,705	1,351	+166.5%	Shares	Sole	2024-11-04
2024-06-30	$225,538	507	+44.4%	Shares	Sole	2024-07-19
2024-03-31	$140,079	351	+2.9%	Shares	Sole	2024-04-23
2023-12-31	$115,039	341	+10.7%	Shares	Sole	2024-01-23
2023-09-30	$90,024	308	-6.1%	Shares	Sole	2023-11-02
2023-06-30	$112,156	328	+0.3%	Shares	Other	2023-07-24
2023-03-31	$83,538	327	-69.1%	Shares	Other	2023-05-02
2021-12-31	$380,498	1,059	+381.4%	Shares	Sole	2022-02-08
2021-06-30	$202,320	220	-37.3%	Shares	Sole	2021-08-02
2021-03-31	$259,367	351	+7.3%	Shares	Sole	2021-04-22
2020-12-31	$267,518	327	-9.2%	Shares	Sole	2021-01-28
2020-09-30	$255,433	360	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.