Strategic Wealth Partners, Ltd.

Position in ISRG — Intuitive Surgical Inc

CIK 1720777 INDEPENDENCE, OH

Position in ISRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$114,929

-$11,843 QoQ

Shares Held

289

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,953

of 2,231 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $10,534,746 across 9 Medical Instruments & Supplies names. ISRG ranks #2 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BDX	Becton Dickinson & Co	68,186	$10,318,587
2	ISRG	Intuitive Surgical Inc This page	289	$114,929
3	COO	Cooper Companies, Inc.	608	$43,599
4	RGEN	Repligen Corp	142	$19,374
5	SOLV	Solventum Corp	185	$14,272
6	WST	West Pharmaceutical Services Inc	38	$13,642
7	ALC	Alcon Inc	88	$5,904
8	ALGN	Align Technology Inc	20	$3,373

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$114,929	289	+5.1%	Shares	Sole	2026-08-12
2026-03-31	$126,772	275	-2.8%	Shares	Sole	2026-05-12
2025-12-31	$160,279	283	+4.4%	Shares	Sole	2026-05-12
2025-09-30	$121,199	271	-87.7%	Shares	Sole	2025-11-14
2025-06-30	$1,196,588	2,202	+282.3%	Shares	Sole	2025-08-11
2024-12-31	$300,648	576	-82.9%	Shares	Sole	2025-02-14
2022-09-30	$632,235	3,373	-4.0%	Shares	Sole	2023-04-24
2022-06-30	$705,094	3,513	-9.5%	Shares	Sole	2022-08-22
2022-03-31	$1,171,121	3,882	+0.9%	Shares	Sole	2022-05-19
2021-12-31	$1,381,867	3,846	+254.1%	Shares	Sole	2022-02-11
2021-09-30	$1,079,646	1,086	+18.2%	Shares	Sole	2021-11-12
2021-06-30	$845,149	919	+6.0%	Shares	Sole	2021-08-25
2021-03-31	$640,660	867	+21.1%	Shares	Sole	2021-05-24
2020-12-31	$585,759	716	+49.8%	Shares	Sole	2021-02-18
2020-09-30	$339,160	478	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.