Ullmann Wealth Partners Group, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1697725
JACKSONVILLE BEACH, FL
Position in ISRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$551,184
-$102,960 QoQ
Shares Held
1,386
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,402
of 2,223 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Ullmann Wealth Partners Group, LLC holds $551,184 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
This page
|
1,386 | $551,184 |
All Filings in ISRG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,184 | 1,386 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $654,144 | 1,419 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $761,187 | 1,344 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $602,418 | 1,347 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $745,558 | 1,372 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $656,728 | 1,326 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $694,206 | 1,330 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $652,897 | 1,329 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $581,863 | 1,308 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $490,481 | 1,229 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $392,349 | 1,163 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $328,241 | 1,123 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $337,494 | 987 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $241,419 | 945 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $250,755 | 945 | Shares | Sole | 2023-01-19 | |
| 2022-03-31 | $285,087 | 945 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $339,538 | 945 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $313,157 | 315 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $275,892 | 300 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $221,681 | 300 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $245,430 | 300 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $212,861 | 300 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||