Wealthcare Advisory Partners LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1683059 WEST CHESTER, PA

Position in ISRG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,506,411

-$198,791 QoQ

Shares Held

3,788

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,014

of 2,231 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $1,827,835 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (82.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	3,788	$1,506,411
2	BDX	Becton Dickinson & Co	2,124	$321,424

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,506,411	3,788	+2.4%	Shares	Sole	2026-07-09
2026-03-31	$1,705,202	3,699	-18.5%	Shares	Sole	2026-04-14
2025-12-31	$2,569,008	4,536	-4.3%	Shares	Sole	2026-01-14
2025-09-30	$2,120,764	4,742	-6.7%	Shares	Sole	2025-11-07
2025-06-30	$2,762,153	5,083	+0.5%	Shares	Sole	2025-07-22
2025-03-31	$2,506,066	5,060	+26.4%	Shares	Sole	2025-04-15
2024-12-31	$2,089,927	4,004	+2.5%	Shares	Sole	2025-01-15
2024-09-30	$1,919,391	3,907	+2.2%	Shares	Sole	2024-11-04
2024-06-30	$1,700,661	3,823	+6.9%	Shares	Sole	2024-08-12
2024-03-31	$1,427,145	3,576	+0.5%	Shares	Sole	2024-04-15
2023-12-31	$1,200,664	3,559	-8.4%	Shares	Sole	2024-02-06
2023-09-30	$1,135,838	3,886	+0.8%	Shares	Sole	2023-10-12
2023-06-30	$1,318,178	3,855	+3.4%	Shares	Sole	2023-07-17
2023-03-31	$952,136	3,727	+0.7%	Shares	Sole	2023-05-04
2022-12-31	$981,795	3,700	+913.7%	Shares	Sole	2023-02-13
2021-03-31	$269,713	365	-48.7%	Shares	Sole	2021-04-30
2020-12-31	$582,487	712	+0.7%	Shares	Sole	2021-02-12
2020-09-30	$501,644	707	0.0%	Shares	Sole	2020-10-29
2020-06-30	$402,869	707	-3.0%	Shares	Sole	2020-07-29
2020-03-31	$361,008	729	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.