Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,572,029
-$238,739 QoQ
Shares Held
3,953
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,003
of 2,223 holders
Holding Since
Mar 2021
20 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, 2026IHT Wealth Management, LLC holds $1,947,630 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
3,953 | $1,572,029 | |
| 2 | BDX |
Becton Dickinson & Co
|
2,482 | $375,601 |
All Filings in ISRG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,572,029 | 3,953 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,810,768 | 3,928 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,123,283 | 3,749 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,610,922 | 3,602 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,536,220 | 2,827 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,199,543 | 2,422 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,078,891 | 2,067 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,192,312 | 2,427 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $806,957 | 1,814 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $639,342 | 1,602 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $491,870 | 1,458 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $404,237 | 1,383 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $517,697 | 1,514 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $368,643 | 1,443 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $383,696 | 1,446 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $291,281 | 1,554 | Shares | Sole | 2022-11-22 | |
| 2022-03-31 | $262,763 | 871 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $280,613 | 781 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $201,401 | 219 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $319,222 | 432 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||