Regent Peak Wealth Advisors LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1803329 ATLANTA, GA

Position in ISRG

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$318,144

-$25,754 QoQ

Shares Held

800

+7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,650

of 2,223 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $318,144 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	800	$318,144

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,144	800	+7.2%	Shares	Sole	2026-07-10
2026-03-31	$343,898	746	-1.8%	Shares	Sole	2026-04-14
2025-12-31	$430,433	760	+5.6%	Shares	Sole	2026-01-08
2025-09-30	$322,005	720	+3.6%	Shares	Sole	2025-10-16
2025-03-31	$344,212	695	-2.3%	Shares	Sole	2025-04-14
2024-12-31	$371,113	711	+1.4%	Shares	Sole	2025-01-07
2024-09-30	$344,380	701	+0.6%	Shares	Sole	2024-10-16
2024-06-30	$310,060	697	+2.8%	Shares	Sole	2024-08-14
2024-03-31	$270,583	678	-1.3%	Shares	Sole	2024-05-01
2023-12-31	$231,766	687	+2.4%	Shares	Sole	2024-01-23
2023-06-30	$229,441	671	-36.6%	Shares	Sole	2023-07-19
2022-12-31	$280,740	1,058	+47.4%	Shares	Sole	2023-02-08
2022-03-31	$216,606	718	-1.2%	Shares	Sole	2022-05-03
2021-12-31	$261,211	727	+193.1%	Shares	Sole	2022-02-11
2021-09-30	$246,549	248	+2.1%	Shares	Sole	2021-11-08
2021-06-30	$223,472	243	+34.3%	Shares	Sole	2021-08-16
2020-12-31	$148,076	181	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.