Position in ISRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$327,290
-$53,948 QoQ
Shares Held
823
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,602
of 2,187 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $426,876 across 7 Medical Instruments & Supplies names. ISRG ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
823 | $327,290 | |
| 2 | BDX |
Becton Dickinson & Co
|
430 | $65,071 | |
| 3 | SOLV |
Solventum Corp
|
134 | $10,338 | |
| 4 | MDLN |
Medline Inc.
|
250 | $9,860 | |
| 5 | BAX |
Baxter International Inc
|
344 | $7,334 | |
| 6 | LMAT |
Lemaitre Vascular Inc
|
61 | $5,853 | |
| 7 | BNGO |
Bionano Genomics, Inc.
|
1,000 | $1,130 |
All Filings in ISRG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,290 | 823 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $381,238 | 827 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,209,936 | 3,902 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,780,422 | 3,981 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,911,172 | 3,517 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,678,965 | 3,390 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $569,980 | 1,092 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $580,681 | 1,182 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $533,375 | 1,199 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $508,839 | 1,275 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $71,857 | 213 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $67,518 | 231 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $291,674 | 853 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $135,399 | 530 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $106,405 | 401 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $140,697 | 701 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $181,309 | 601 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $172,823 | 481 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $62,631 | 63 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $142,544 | 155 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $105,668 | 143 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $20,452 | 25 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||