Occidental Asset Management, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1770994
Burlingame, CA
Position in ISRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$486,760
-$15,719 QoQ
Shares Held
1,224
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,458
of 2,231 holders
Holding Since
Dec 2024
7 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, 2026Occidental Asset Management, LLC holds $486,760 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
|
1,224 | $486,760 |
All Filings in ISRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,760 | 1,224 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $502,479 | 1,090 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $758,356 | 1,339 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $599,288 | 1,340 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $670,024 | 1,233 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $603,238 | 1,218 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $295,951 | 567 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||