Position in ISRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$489,941
+$370 QoQ
Shares Held
1,232
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,453
of 2,231 holders
Holding Since
Dec 2021
12 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, 2026Confluence Wealth Services, Inc. holds $1,248,104 across 2 Medical Instruments & Supplies names. ISRG ranks #2 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
5,010 | $758,163 | |
| 2 | ISRG |
Intuitive Surgical Inc
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|
1,232 | $489,941 |
All Filings in ISRG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,941 | 1,232 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $489,571 | 1,062 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $316,028 | 558 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $257,604 | 576 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $337,457 | 621 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $289,732 | 585 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $305,346 | 585 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $330,624 | 673 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $344,313 | 774 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $265,793 | 666 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $202,416 | 600 | Shares | Sole | 2024-01-25 | |
| 2021-12-31 | $178,931 | 498 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||