Position in ISRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,403,013
-$3,298,025 QoQ
Shares Held
16,101
-23.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#602
of 2,231 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $30,710,061 across 8 Medical Instruments & Supplies names. ISRG ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATR |
Aptargroup, Inc.
|
165,893 | $20,769,773 | |
| 2 | ISRG |
Intuitive Surgical Inc
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|
16,101 | $6,403,013 | |
| 3 | BAX |
Baxter International Inc
|
54,271 | $1,157,037 | |
| 4 | BDX |
Becton Dickinson & Co
|
6,339 | $959,269 | |
| 5 | ALGN |
Align Technology Inc
|
2,713 | $457,557 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,251 | $449,109 | |
| 7 | SOLV |
Solventum Corp
|
5,635 | $434,734 | |
| 8 | EMBC |
Embecta Corp.
|
24,410 | $79,569 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,403,013 | 16,101 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $9,701,038 | 21,044 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $9,560,132 | 16,880 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $5,168,168 | 11,556 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $5,281,929 | 9,720 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,163,717 | 8,407 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,309,737 | 6,341 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,800,722 | 5,701 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,700,211 | 3,822 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,225,202 | 3,070 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,476,040 | 31,053 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,712,212 | 33,228 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,589,539 | 30,969 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,904,076 | 27,025 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,496,147 | 9,407 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,770,348 | 25,450 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,553,093 | 7,738 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,152,486 | 7,135 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,334,731 | 6,498 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,265,667 | 2,279 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,769,387 | 1,924 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,103,976 | 1,494 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,083,982 | 1,325 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,931,109 | 4,131 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $619,405 | 1,087 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $367,445 | 742 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||