Position in ISRG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,033,074
-$493,828 QoQ
Shares Held
2,241
-16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $2,406,201 across 7 Medical Instruments & Supplies names. ISRG ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
2,241 | $1,033,074 | |
| 2 | BDX |
Becton Dickinson & Co
|
3,962 | $622,941 | |
| 3 | ATR |
Aptargroup, Inc.
|
2,003 | $252,417 | |
| 4 | RMD |
Resmed Inc
|
950 | $213,252 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
818 | $205,021 | |
| 6 | AVTR |
Avantor, Inc.
|
10,140 | $79,496 | |
| 7 | 5,295 | $0 |
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,033,074 | 2,241 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,526,902 | 2,696 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $661,449 | 1,479 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,532,956 | 2,821 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $836,013 | 1,688 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $542,314 | 1,039 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $501,094 | 1,020 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $418,602 | 941 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $411,062 | 1,030 | Shares | Other | 2024-05-13 | |
| 2022-03-31 | $234,707 | 778 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $274,145 | 763 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||