Position in ISRG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$63,004,839
+$62,739,310 QoQ
Shares Held
158,431
+27405.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#6
of 204 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Curated Wealth Partners LLC holds $282,932,384 across 10 Medical Instruments & Supplies names. ISRG ranks #3 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGN |
Align Technology Inc
|
440,419 | $74,281,067 | |
| 2 | BDX |
Becton Dickinson & Co
|
426,263 | $64,506,379 | |
| 3 | ISRG |
Intuitive Surgical Inc
This page
|
158,431 | $63,004,839 | |
| 4 | RMD |
Resmed Inc
|
297,057 | $57,890,467 | |
| 5 | ATR |
Aptargroup, Inc.
|
106,906 | $13,384,631 | |
| 6 | COO |
Cooper Companies, Inc.
|
75,215 | $5,393,667 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
8,544 | $3,067,296 | |
| 8 | NVST |
Envista Holdings Corp
|
35,596 | $937,954 |
All Filings in ISRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,004,839 | 158,431 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $265,529 | 576 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $239,570 | 423 | Shares | Other | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||