Private Wealth Asset Management, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1883006
OMAHA, NE
Position in ISRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$148,334
-$55,884 QoQ
Shares Held
373
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,921
of 2,222 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $217,214 across 9 Medical Instruments & Supplies names. ISRG ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
373 | $148,334 | |
| 2 | ALC |
Alcon Inc
|
316 | $21,203 | |
| 3 | ALGN |
Align Technology Inc
|
90 | $15,179 | |
| 4 | BDX |
Becton Dickinson & Co
|
94 | $14,225 | |
| 5 | BAX |
Baxter International Inc
|
282 | $6,012 | |
| 6 | SOLV |
Solventum Corp
|
73 | $5,631 | |
| 7 | AVTR |
Avantor, Inc.
|
392 | $3,880 | |
| 8 | RMD |
Resmed Inc
|
14 | $2,728 |
All Filings in ISRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,334 | 373 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $204,218 | 443 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $252,030 | 445 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $199,017 | 445 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $452,660 | 833 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $226,338 | 457 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||