Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,313,634
-$213,287 QoQ
Shares Held
10,847
+10.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#691
of 2,223 holders
Holding Since
Jun 2021
20 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 Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$795,360
PutShares
2,000
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, 2026Western Wealth Management, LLC holds $4,603,706 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (93.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
10,847 | $4,313,634 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
808 | $290,072 |
All Filings in ISRG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,360 | 2,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $4,313,634 | 10,847 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $921,980 | 2,000 | Put | Sole | 2026-05-19 | |
| 2026-03-31 | $4,526,921 | 9,820 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $3,024,928 | 5,341 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,201,713 | 4,923 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,118,086 | 5,738 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,136,594 | 4,314 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,828,947 | 3,504 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $2,229,874 | 4,539 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,407,950 | 3,165 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,220,417 | 3,058 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,222,255 | 3,623 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,028,860 | 3,520 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,037,104 | 3,033 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $511,961 | 2,004 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $751,736 | 2,833 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $741,512 | 3,956 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $765,708 | 3,815 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,363,291 | 4,519 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $717,522 | 1,997 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $389,927 | 424 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||