Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$241,789
-$35,265 QoQ
Shares Held
608
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,786
of 2,223 holders
Holding Since
Dec 2020
16 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, 202644 WEALTH MANAGEMENT LLC holds $2,338,184 across 2 Medical Instruments & Supplies names. ISRG ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAX |
Baxter International Inc
|
98,330 | $2,096,395 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
608 | $241,789 |
All Filings in ISRG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,789 | 608 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $277,054 | 601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $424,203 | 749 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $449,913 | 1,006 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $548,300 | 1,009 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $550,740 | 1,112 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $558,497 | 1,070 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $522,711 | 1,064 | Shares | Sole | 2024-10-25 | |
| 2023-03-31 | $239,886 | 939 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $246,510 | 929 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $293,232 | 972 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $321,214 | 894 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $335,028 | 337 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $307,159 | 334 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $268,974 | 364 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $292,879 | 358 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||