Heirloom Wealth Management
Position in ISRG — Intuitive Surgical Inc
CIK 1882903
GREENWOOD VILLAGE, CO
Position in ISRG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$9,377,458
-$307,298 QoQ
Shares Held
20,342
+19.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
All Filings in ISRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,377,458 | 20,342 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $9,684,756 | 17,100 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $201,253 | 450 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $244,534 | 450 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $229,805 | 464 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $242,189 | 464 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $227,949 | 464 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $206,410 | 464 | Shares | Sole | 2024-07-31 | |
| 2022-06-30 | $180,639 | 900 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||