Position in ISRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,422,666
-$137,672 QoQ
Shares Held
6,092
+9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#849
of 2,223 holders
Holding Since
Jun 2020
25 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, 2026Keebeck Wealth Management holds $2,731,298 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (88.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
6,092 | $2,422,666 | |
| 2 | MMSI |
Merit Medical Systems Inc
|
4,451 | $308,632 |
All Filings in ISRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,422,666 | 6,092 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $2,560,338 | 5,554 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,564,103 | 6,293 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,639,104 | 5,901 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,367,511 | 6,197 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,066,711 | 6,192 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,247,113 | 6,221 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,006,572 | 6,120 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,779,867 | 6,249 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,493,913 | 6,249 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,108,162 | 6,249 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,815,705 | 6,212 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,124,131 | 6,212 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,586,979 | 6,212 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,648,354 | 6,212 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,163,814 | 6,209 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,246,208 | 6,209 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,936,553 | 9,734 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,533,356 | 9,834 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,258,823 | 3,278 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,326,338 | 3,617 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,669,050 | 3,612 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,927,161 | 3,578 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,442,945 | 3,443 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,789,265 | 3,140 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||