Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$107,373
-$22,626 QoQ
Shares Held
270
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,965
of 2,235 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Derivatives in ISRG
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$53,489
PutShares
108
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Quaker Wealth Management, LLC holds $4,546,798 across 11 Medical Instruments & Supplies names. ISRG ranks #2 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFX |
Teleflex Inc
|
34,978 | $4,433,811 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
270 | $107,373 | |
| 3 | COO |
Cooper Companies, Inc.
|
26 | $1,864 | |
| 4 | BAX |
Baxter International Inc
|
46 | $980 | |
| 5 | BDX |
Becton Dickinson & Co
|
5 | $756 | |
| 6 | ALGN |
Align Technology Inc
|
3 | $505 | |
| 7 | AVTR |
Avantor, Inc.
|
41 | $405 | |
| 8 | RMD |
Resmed Inc
|
2 | $389 |
All Filings in ISRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,373 | 270 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $129,999 | 282 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $161,978 | 286 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $225,851 | 505 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $274,965 | 506 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $53,489 | 108 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||