BAKER TILLY WEALTH MANAGEMENT, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1840565
MADISON, WI
Position in ISRG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$528,119
-$115,884 QoQ
Shares Held
1,328
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,418
of 2,222 holders
Holding Since
Dec 2020
23 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,361,190 across 2 Medical Instruments & Supplies names. ISRG ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
5,505 | $833,071 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
1,328 | $528,119 |
All Filings in ISRG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,119 | 1,328 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $644,003 | 1,397 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $875,592 | 1,546 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $587,660 | 1,314 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $715,670 | 1,317 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $663,661 | 1,340 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $655,059 | 1,255 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $571,838 | 1,164 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $423,497 | 952 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $602,625 | 1,510 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $492,882 | 1,461 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $535,182 | 1,831 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,819,120 | 5,320 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,312,604 | 5,138 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,264,127 | 4,764 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $690,528 | 3,684 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,149,403 | 10,709 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,198,411 | 10,602 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,206,752 | 8,925 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,511,222 | 2,526 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,937,681 | 2,107 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,392,901 | 1,885 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $902,364 | 1,103 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||