ELEVATION POINT WEALTH PARTNERS, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1744349
DENVER, CO
Position in ISRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,688,714
-$1,082,184 QoQ
Shares Held
6,761
-17.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#815
of 2,223 holders
Holding Since
Sep 2024
8 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $5,554,649 across 8 Medical Instruments & Supplies names. ISRG ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
6,761 | $2,688,714 | |
| 2 | COO |
Cooper Companies, Inc.
|
12,839 | $920,684 | |
| 3 | SOLV |
Solventum Corp
|
7,421 | $572,530 | |
| 4 | MMSI |
Merit Medical Systems Inc
|
5,425 | $376,169 | |
| 5 | ALGN |
Align Technology Inc
|
1,541 | $259,905 | |
| 6 | BDX |
Becton Dickinson & Co
|
1,692 | $256,050 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
675 | $242,325 | |
| 8 | ALC |
Alcon Inc
|
3,551 | $238,272 |
All Filings in ISRG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,688,714 | 6,761 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,770,898 | 8,180 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,630,550 | 2,879 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $902,510 | 2,018 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $973,247 | 1,791 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $278,341 | 562 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $252,628 | 484 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $225,001 | 458 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||