Position in ISRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$894,382
-$470,609 QoQ
Shares Held
2,249
-24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,192
of 2,231 holders
Holding Since
Sep 2020
24 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, 2026WEALTH ALLIANCE, LLC holds $2,375,925 across 6 Medical Instruments & Supplies names. ISRG ranks #1 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
2,249 | $894,382 | |
| 2 | RGEN |
Repligen Corp
|
2,543 | $346,966 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
952 | $341,768 | |
| 4 | COO |
Cooper Companies, Inc.
|
4,251 | $304,839 | |
| 5 | ALGN |
Align Technology Inc
|
1,498 | $252,652 | |
| 6 | BDX |
Becton Dickinson & Co
|
1,555 | $235,318 |
All Filings in ISRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894,382 | 2,249 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,364,991 | 2,961 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,582,976 | 2,795 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,043,834 | 2,334 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,375,914 | 2,532 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,150,512 | 2,323 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,312,207 | 2,514 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,403,558 | 2,857 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,243,800 | 2,796 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,086,322 | 2,722 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $886,582 | 2,628 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $860,209 | 2,943 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,174,563 | 3,435 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $832,321 | 3,258 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $875,389 | 3,299 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $356,510 | 1,902 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $518,634 | 2,584 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $812,122 | 2,692 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $841,480 | 2,342 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $482,162 | 485 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $448,784 | 488 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $365,036 | 494 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $409,868 | 501 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $327,097 | 461 | Shares | Defined | 2020-12-01 | |
| No filing history on record for this holder in this stock. | ||||||