Position in ISRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$244,785
-$226,426 QoQ
Shares Held
531
-36.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Bison Wealth, LLC holds $231,534 across 1 Medical Instruments & Supplies name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
1,530 | $231,534 |
All Filings in ISRG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,785 | 531 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $471,211 | 832 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $287,568 | 643 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $333,653 | 614 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||