Wellspring Financial Advisors, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1811308
CLEVELAND, OH
Position in ISRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,214,117
-$379,986 QoQ
Shares Held
3,053
-11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,090
of 2,223 holders
Holding Since
Sep 2024
5 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, 2026Wellspring Financial Advisors, LLC holds $2,481,860 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (48.9% of the industry book) .
All Filings in ISRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,214,117 | 3,053 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,594,103 | 3,458 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,162,737 | 2,053 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $291,811 | 537 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $348,310 | 709 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||