AXXCESS WEALTH MANAGEMENT, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1911056 CARLSBAD, CA

Position in ISRG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,861,075

-$1,378,887 QoQ

Shares Held

9,709

+4.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#720

of 2,223 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $5,748,426 across 4 Medical Instruments & Supplies names. ISRG ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	9,709	$3,861,075
2	BDX	Becton Dickinson & Co	6,667	$1,008,917
3	COO	Cooper Companies, Inc.	8,492	$608,961
4	ALC	Alcon Inc	4,016	$269,473

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,861,075	9,709	+4.9%	Shares	Sole	2026-07-28
2025-12-31	$5,239,962	9,252	+17.0%	Shares	Sole	2026-02-19
2025-09-30	$3,538,036	7,911	-28.2%	Shares	Sole	2025-11-07
2025-06-30	$5,986,747	11,017	+24.0%	Shares	Sole	2025-07-28
2025-03-31	$4,401,959	8,888	-6.3%	Shares	Sole	2025-04-30
2024-12-31	$4,949,224	9,482	-6.1%	Shares	Sole	2025-02-10
2024-09-30	$4,958,388	10,093	-19.6%	Shares	Sole	2024-11-04
2024-06-30	$5,584,646	12,554	+19.0%	Shares	Sole	2024-08-09
2024-03-31	$4,210,798	10,551	+18.1%	Shares	Sole	2024-05-14
2023-12-31	$3,013,636	8,933	+5.8%	Shares	Sole	2024-02-06
2023-09-30	$2,467,219	8,441	+531.3%	Shares	Sole	2023-11-14
2023-06-30	$457,173	1,337	-6.4%	Shares	Sole	2023-08-08
2023-03-31	$365,066	1,429	-0.8%	Shares	Sole	2023-05-03
2022-12-31	$382,369	1,441	-23.0%	Shares	Sole	2023-02-16
2022-09-30	$350,887	1,872	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$376,531	1,876	-35.0%	Shares	Sole	2022-08-11
2022-03-31	$870,950	2,887	+58.5%	Shares	Sole	2022-08-11
2021-12-31	$654,644	1,822	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.