Accurate Wealth Management, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1877728 WESLEY CHAPEL, FL

Position in ISRG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,973,851

-$299,638 QoQ

Shares Held

7,478

+5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#796

of 2,231 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $3,433,288 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (86.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	7,478	$2,973,851
2	BDX	Becton Dickinson & Co	3,036	$459,437

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,973,851	7,478	+5.3%	Shares	Sole	2026-07-15
2026-03-31	$3,273,489	7,101	+1.5%	Shares	Sole	2026-04-23
2025-12-31	$3,960,555	6,993	+3.8%	Shares	Sole	2026-01-14
2025-09-30	$3,014,330	6,740	-1.1%	Shares	Sole	2025-10-20
2025-06-30	$3,702,795	6,814	+14.0%	Shares	Sole	2025-07-15
2025-03-31	$2,959,238	5,975	-0.1%	Shares	Sole	2025-04-15
2024-12-31	$3,120,276	5,978	+6.7%	Shares	Sole	2025-01-14
2024-09-30	$2,753,568	5,605	+0.0%	Shares	Sole	2024-10-17
2024-06-30	$2,492,494	5,603	+7.4%	Shares	Sole	2024-07-17
2024-03-31	$2,082,850	5,219	+3.5%	Shares	Sole	2024-04-23
2023-12-31	$1,701,306	5,043	-1.0%	Shares	Sole	2024-01-12
2023-09-30	$1,488,925	5,094	+4.1%	Shares	Sole	2023-10-23
2023-06-30	$1,673,796	4,895	+2.1%	Shares	Sole	2023-07-24
2023-03-31	$1,225,234	4,796	+1.8%	Shares	Sole	2023-04-13
2022-12-31	$1,250,594	4,713	+3.4%	Shares	Sole	2023-01-11
2022-09-30	$854,351	4,558	-2.3%	Shares	Sole	2022-11-14
2022-06-30	$936,312	4,665	+0.7%	Shares	Sole	2022-08-04
2022-03-31	$1,397,985	4,634	+201.5%	Shares	Sole	2022-05-10
2021-06-30	$1,413,486	1,537	—	Shares	Sole	2021-08-25
No filing history on record for this holder in this stock.