Position in ISRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,589,655
-$6,024,076 QoQ
Shares Held
24,114
-28.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#521
of 2,223 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Meridian Wealth Management, LLC holds $9,589,655 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
24,114 | $9,589,655 |
All Filings in ISRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,589,655 | 24,114 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $15,613,731 | 33,870 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,263,602 | 34,013 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $14,909,753 | 33,338 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,692,886 | 32,559 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,056,158 | 32,419 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $14,316,318 | 27,428 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $13,504,029 | 27,488 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,181,772 | 27,384 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $9,305,063 | 27,582 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,033,006 | 27,483 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,258,178 | 12,453 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $529,844 | 2,074 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $480,814 | 1,812 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $346,201 | 1,847 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $369,306 | 1,840 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,094,193 | 3,627 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,602,837 | 4,461 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,787,481 | 1,798 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,286,576 | 1,399 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $623,665 | 844 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,567,479 | 1,916 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,465,909 | 2,066 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,177,268 | 2,066 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,035,484 | 2,091 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||