Position in ISRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$207,986
-$59,388 QoQ
Shares Held
523
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,879
of 2,231 holders
Holding Since
Dec 2021
11 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, 20261900 WEALTH MANAGEMENT LLC holds $207,986 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
|
523 | $207,986 |
All Filings in ISRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,986 | 523 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $267,374 | 580 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $262,791 | 464 | Shares | Sole | 2026-01-20 | |
| 2025-06-30 | $221,167 | 407 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $235,253 | 475 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $204,608 | 392 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $202,403 | 412 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $1,206,736 | 3,577 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,045,521 | 3,577 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $204,138 | 597 | Shares | Sole | 2023-07-21 | |
| 2021-12-31 | $214,502 | 597 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||