Position in ISRG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,211,100
-$397,181 QoQ
Shares Held
5,560
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#878
of 2,231 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Falcon Wealth Planning holds $2,211,100 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
|
5,560 | $2,211,100 |
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,211,100 | 5,560 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,608,281 | 5,658 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,301,878 | 5,830 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,562,180 | 5,729 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,138,192 | 5,775 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,837,897 | 5,730 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,976,737 | 5,703 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,796,800 | 5,693 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,522,299 | 5,670 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,466,376 | 6,180 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,083,535 | 6,176 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||