Position in ISRG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$270,601
-$717,130 QoQ
Shares Held
587
-66.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 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, 2026Whalen Wealth Management Inc. holds $571,222 across 1 Medical Instruments & Supplies name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMSI |
Merit Medical Systems Inc
|
8,238 | $571,222 |
All Filings in ISRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,601 | 587 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $987,731 | 1,744 | Shares | Sole | 2026-01-20 | |
| 2025-03-31 | $423,951 | 856 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||