Position in ISRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,930
-$80,728 QoQ
Shares Held
30
-85.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,069
of 2,187 holders
Holding Since
Sep 2021
11 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, 2026Activest Wealth Management holds $83,909 across 16 Medical Instruments & Supplies names. ISRG ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGN |
Align Technology Inc
|
138 | $23,275 | |
| 2 | AVTR |
Avantor, Inc.
|
1,434 | $14,196 | |
| 3 | ISRG |
Intuitive Surgical Inc
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|
30 | $11,930 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
30 | $10,770 | |
| 5 | BAX |
Baxter International Inc
|
477 | $10,169 | |
| 6 | NVST |
Envista Holdings Corp
|
235 | $6,192 | |
| 7 | RMD |
Resmed Inc
|
20 | $3,897 | |
| 8 | COO |
Cooper Companies, Inc.
|
14 | $1,003 |
All Filings in ISRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,930 | 30 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $92,658 | 201 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $70,795 | 125 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $50,089 | 112 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $49,993 | 92 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $39,126 | 79 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $67,332 | 129 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $70,251 | 143 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,687 | 51 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,972 | 30 | Shares | Sole | 2024-04-24 | |
| 2021-09-30 | $5,964 | 6 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||