Position in ISRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,165,299
-$2,298,241 QoQ
Shares Held
10,474
-25.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#702
of 2,223 holders
Holding Since
Sep 2021
19 quarters on record
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $5,198,859 across 17 Medical Instruments & Supplies names. ISRG ranks #1 (80.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
10,474 | $4,165,299 | |
| 2 | RMD |
Resmed Inc
|
2,475 | $482,327 | |
| 3 | LMAT |
Lemaitre Vascular Inc
|
3,700 | $355,052 | |
| 4 | BDX |
Becton Dickinson & Co
|
548 | $82,928 | |
| 5 | ALGN |
Align Technology Inc
|
138 | $23,275 | |
| 6 | MMSI |
Merit Medical Systems Inc
|
262 | $18,167 | |
| 7 | ATRC |
AtriCure, Inc.
|
616 | $17,235 | |
| 8 | ALC |
Alcon Inc
|
241 | $16,171 |
All Filings in ISRG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,165,299 | 10,474 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,463,540 | 14,021 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,449,332 | 13,153 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,593,940 | 8,036 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,901,765 | 21,902 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,841,410 | 23,909 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,338,015 | 21,722 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,999,083 | 18,318 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,918,193 | 4,312 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,132,337 | 5,343 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,788,682 | 5,302 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $1,680,293 | 4,914 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,362,421 | 5,333 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,485,429 | 5,598 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,120,703 | 5,979 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,556,706 | 7,756 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $16,811,118 | 55,725 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $19,909,531 | 55,412 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $18,513,059 | 18,622 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||