AE Wealth Management LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1697723 TOPEKA, KS

Position in ISRG

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$9,701,038

+$140,906 QoQ

Shares Held

21,044

+24.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

AE Wealth Management LLC holds $31,294,210 across 8 Medical Instruments & Supplies names. ISRG ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATR	Aptargroup, Inc.	151,735	$19,121,617
2	ISRG	Intuitive Surgical Inc This page	21,044	$9,701,038
3	BDX	Becton Dickinson & Co	4,513	$709,565
4	ALGN	Align Technology Inc	2,904	$497,818
5	RMD	Resmed Inc	2,003	$449,628
6	SOLV	Solventum Corp	4,448	$290,449
7	WST	West Pharmaceutical Services Inc	1,142	$286,216
8	BAX	Baxter International Inc	14,160	$237,879

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,701,038	21,044	+24.7%	Shares	Other	2026-05-13
2025-12-31	$9,560,132	16,880	+46.1%	Shares	Other	2026-01-26
2025-09-30	$5,168,168	11,556	+18.9%	Shares	Other	2025-11-03
2025-06-30	$5,281,929	9,720	+15.6%	Shares	Other	2025-08-06
2025-03-31	$4,163,717	8,407	+32.6%	Shares	Other	2025-05-06
2024-12-31	$3,309,737	6,341	+11.2%	Shares	Other	2025-02-13
2024-09-30	$2,800,722	5,701	+49.2%	Shares	Other	2024-11-14
2024-06-30	$1,700,211	3,822	+24.5%	Shares	Other	2024-08-12
2024-03-31	$1,225,202	3,070	-90.1%	Shares	Other	2024-05-15
2023-12-31	$10,476,040	31,053	-6.5%	Shares	Sole	2024-02-14
2023-09-30	$9,712,212	33,228	+7.3%	Shares	Sole	2023-10-11
2023-06-30	$10,589,539	30,969	+14.6%	Shares	Sole	2023-07-10
2023-03-31	$6,904,076	27,025	+187.3%	Shares	Sole	2023-04-14
2022-12-31	$2,496,147	9,407	-63.0%	Shares	Sole	2023-01-31
2022-09-30	$4,770,348	25,450	+228.9%	Shares	Sole	2022-10-25
2022-06-30	$1,553,093	7,738	+8.5%	Shares	Sole	2022-08-03
2022-03-31	$2,152,486	7,135	+9.8%	Shares	Sole	2022-04-18
2021-12-31	$2,334,731	6,498	+185.1%	Shares	Sole	2022-01-20
2021-09-30	$755,222	2,279	+18.5%	Shares	Sole	2021-11-01
2021-06-30	$589,795	1,924	+28.8%	Shares	Sole	2021-07-21
2021-03-31	$367,992	1,494	+12.8%	Shares	Sole	2021-04-27
2020-12-31	$361,327	1,325	-67.9%	Shares	Sole	2021-02-01
2020-09-30	$977,036	4,131	+280.0%	Shares	Sole	2020-11-06
2020-06-30	$206,468	1,087	+46.5%	Shares	Sole	2020-08-05
2020-03-31	$122,481	742	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.