Prestige Wealth Management Group LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1772715
FLEMINGTON, NJ
Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$323,710
-$196,747 QoQ
Shares Held
814
-27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,640
of 2,231 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $371,066 across 14 Medical Instruments & Supplies names. ISRG ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
814 | $323,710 | |
| 2 | ALC |
Alcon Inc
|
251 | $16,842 | |
| 3 | BDX |
Becton Dickinson & Co
|
37 | $5,598 | |
| 4 | TFX |
Teleflex Inc
|
35 | $4,436 | |
| 5 | SOLV |
Solventum Corp
|
54 | $4,165 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
10 | $3,590 | |
| 7 | ALGN |
Align Technology Inc
|
21 | $3,541 | |
| 8 | RMD |
Resmed Inc
|
18 | $3,507 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,710 | 814 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $520,457 | 1,129 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $641,118 | 1,132 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $36,672 | 82 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $40,755 | 75 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $37,145 | 75 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $39,146 | 75 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $36,845 | 75 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $33,363 | 75 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $29,931 | 75 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $25,301 | 75 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $19,290 | 66 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $22,567 | 66 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $275,140 | 1,077 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $22,023 | 83 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $185,190 | 988 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $180,437 | 899 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $286,897 | 951 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $48,864 | 136 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $40,760 | 41 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $35,865 | 39 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $26,601 | 36 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $36,814 | 45 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $13,481 | 19 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $88,893 | 156 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,913 | 18 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||