Position in ISRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,119,499
+$1,410,026 QoQ
Shares Held
15,388
+50.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#612
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, 2026Integrated Wealth Concepts LLC holds $13,084,532 across 38 Medical Instruments & Supplies names. ISRG ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
15,388 | $6,119,499 | |
| 2 | XRAY |
DENTSPLY SIRONA Inc.
|
126,199 | $1,338,971 | |
| 3 | SOLV |
Solventum Corp
|
10,800 | $833,220 | |
| 4 | BDX |
Becton Dickinson & Co
|
4,806 | $727,291 | |
| 5 | RMD |
Resmed Inc
|
3,175 | $618,744 | |
| 6 | COO |
Cooper Companies, Inc.
|
7,316 | $524,630 | |
| 7 | ALGN |
Align Technology Inc
|
2,688 | $453,358 | |
| 8 | ALC |
Alcon Inc
|
4,917 | $329,930 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,119,499 | 15,388 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,709,473 | 10,216 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,313,772 | 5,851 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,124,796 | 6,987 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,979,391 | 7,323 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,721,013 | 5,494 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,886,438 | 5,530 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,368,412 | 4,821 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,104,585 | 4,731 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,882,906 | 4,718 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,480,335 | 4,388 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,209,496 | 4,138 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,322,281 | 3,867 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $783,526 | 3,067 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $394,840 | 1,488 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $242,172 | 1,292 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $317,924 | 1,584 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $462,173 | 1,532 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $630,571 | 1,755 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $674,033 | 678 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $636,390 | 692 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $489,917 | 663 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $474,498 | 580 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $395,923 | 558 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $361,841 | 635 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $275,831 | 557 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||