Golden State Wealth Management, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1776033 SANTA ANA, CA

Position in ISRG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$630,322

-$92,510 QoQ

Shares Held

1,585

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,343

of 2,223 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $1,244,804 across 12 Medical Instruments & Supplies names. ISRG ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	1,585	$630,322
2	BDX	Becton Dickinson & Co	3,417	$517,094
3	UTMD	Utah Medical Products Inc	500	$34,490
4	WRBY	Warby Parker Inc.	589	$17,870
5	SOLV	Solventum Corp	185	$14,272
6	ALC	Alcon Inc	173	$11,608
7	MDLN	Medline Inc.	200	$7,888
8	RMD	Resmed Inc	33	$6,431

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$630,322	1,585	+1.1%	Shares	Sole	2026-07-22
2026-03-31	$722,832	1,568	+1.6%	Shares	Sole	2026-04-28
2025-12-31	$874,459	1,544	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$689,181	1,541	-6.8%	Shares	Sole	2025-11-03
2025-06-30	$898,256	1,653	-5.9%	Shares	Sole	2025-08-06
2025-03-31	$870,189	1,757	+13.7%	Shares	Sole	2025-04-24
2024-12-31	$806,428	1,545	-50.0%	Shares	Sole	2025-01-28
2022-03-31	$932,794	3,092	-4.2%	Shares	Sole	2022-05-19
2021-12-31	$1,159,461	3,227	+205.3%	Shares	Sole	2022-02-14
2021-09-30	$1,050,816	1,057	+0.3%	Shares	Sole	2021-11-15
2021-06-30	$969,300	1,054	+198.6%	Shares	Sole	2021-08-12
2021-03-31	$260,845	353	-4.1%	Shares	Sole	2021-05-14
2020-12-31	$301,060	368	-17.1%	Shares	Sole	2021-01-28
2020-09-30	$315,035	444	-16.1%	Shares	Sole	2020-11-12
2020-06-30	$301,440	529	-29.8%	Shares	Sole	2020-08-13
2020-03-31	$373,388	754	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.