Connecticut Wealth Management, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1689829
FARMINGTON, CT
Position in ISRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$448,583
-$67,725 QoQ
Shares Held
1,128
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,497
of 2,231 holders
Holding Since
Sep 2023
12 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, 2026Connecticut Wealth Management, LLC holds $1,448,777 across 3 Medical Instruments & Supplies names. ISRG ranks #2 (31.0% of the industry book) .
All Filings in ISRG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,583 | 1,128 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $516,308 | 1,120 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $740,798 | 1,308 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $574,690 | 1,285 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $698,281 | 1,285 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $579,465 | 1,170 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $549,623 | 1,053 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $504,043 | 1,026 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $467,537 | 1,051 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $437,402 | 1,096 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $364,686 | 1,081 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $302,520 | 1,035 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||