Position in ISRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,471,813
-$318,210 QoQ
Shares Held
3,701
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,020
of 2,223 holders
Holding Since
Sep 2020
24 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, 2026CreativeOne Wealth, LLC holds $3,753,804 across 3 Medical Instruments & Supplies names. ISRG ranks #2 (39.2% of the industry book) .
All Filings in ISRG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,471,813 | 3,701 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,790,023 | 3,883 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,399,100 | 4,236 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,915,486 | 4,283 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,275,131 | 6,027 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,710,117 | 5,472 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,602,492 | 4,986 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,304,321 | 2,655 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,015,592 | 2,283 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $927,484 | 2,324 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $555,294 | 1,646 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $459,186 | 1,571 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,007 | 4,341 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $890,823 | 3,487 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,255,635 | 4,732 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $900,835 | 4,806 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $947,149 | 4,719 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,461,337 | 4,844 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,563,673 | 4,352 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,138,415 | 2,151 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,167,023 | 1,269 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $775,147 | 1,049 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $759,196 | 928 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $393,084 | 554 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||