Position in ISRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,973,618
-$632,594 QoQ
Shares Held
9,992
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#715
of 2,223 holders
Holding Since
Mar 2020
16 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $3,973,618 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
9,992 | $3,973,618 |
All Filings in ISRG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,973,618 | 9,992 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,606,212 | 9,992 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,618,857 | 9,921 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,436,968 | 9,921 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,385,193 | 9,910 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,914,564 | 9,923 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,160,096 | 9,886 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,043,869 | 10,267 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,969,419 | 11,171 | Shares | Sole | 2024-08-07 | |
| 2021-09-30 | $186,899 | 188 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $53,339 | 58 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $41,380 | 56 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $45,813 | 56 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $43,991 | 62 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $32,480 | 57 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $10,894 | 22 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||