Pinnacle Wealth Planning Services, Inc.
Position in ISRG — Intuitive Surgical Inc
CIK 1726752
MANSFIELD, OH
Position in ISRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$856,205
-$353,432 QoQ
Shares Held
2,153
-17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,204
of 2,223 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,145,516 across 26 Medical Instruments & Supplies names. ISRG ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
2,153 | $856,205 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,324 | $200,360 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
454 | $162,986 | |
| 4 | ALC |
Alcon Inc
|
1,738 | $116,619 | |
| 5 | RMD |
Resmed Inc
|
536 | $104,455 | |
| 6 | ATR |
Aptargroup, Inc.
|
793 | $99,283 | |
| 7 | TFX |
Teleflex Inc
|
733 | $92,915 | |
| 8 | AZTA |
Azenta, Inc.
|
2,500 | $63,800 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,205 | 2,153 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,209,637 | 2,624 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,484,429 | 2,621 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,172,637 | 2,622 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,426,451 | 2,625 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,081,669 | 2,184 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,096,637 | 2,101 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,259,125 | 2,563 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,242,466 | 2,793 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,096,300 | 2,747 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $922,004 | 2,733 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $728,971 | 2,494 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $884,598 | 2,587 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $612,361 | 2,397 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $642,942 | 2,423 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $458,664 | 2,447 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $500,972 | 2,496 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $710,456 | 2,355 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $809,862 | 2,254 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $573,624 | 577 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $529,712 | 576 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $384,248 | 520 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $444,228 | 543 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $410,823 | 579 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $317,964 | 558 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $309,010 | 624 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||