Position in ISRG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$15,581,102
-$10,191,004 QoQ
Shares Held
39,180
-29.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#418
of 2,223 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Derivatives in ISRG
reported options exposure · as of Dec 31, 2024CallValue
$104,392
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026SteelPeak Wealth, LLC holds $15,581,102 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
|
39,180 | $15,581,102 |
All Filings in ISRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,581,102 | 39,180 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $25,772,106 | 55,906 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,736,660 | 10,129 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $18,780,529 | 41,993 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $17,730,924 | 32,629 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $15,027,977 | 30,343 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $23,309,167 | 44,657 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $104,392 | 200 | Call | Sole | 2025-01-23 | |
| 2024-09-30 | $13,544,313 | 27,570 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,385,308 | 7,610 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $39,909 | 100 | Put | Sole | 2024-04-18 | |
| 2024-03-31 | $10,715,167 | 26,849 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $368,734 | 1,093 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,964,686 | 23,828 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $355,617 | 1,040 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,623,826 | 25,928 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,556,808 | 5,867 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,310,393 | 6,991 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $6,636,476 | 33,065 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,647,355 | 28,664 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $10,927,031 | 30,412 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $10,521,088 | 10,583 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,746,262 | 5,161 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,697,655 | 5,004 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||