Position in ISRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,352,638
-$3,341,182 QoQ
Shares Held
23,518
-14.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#525
of 2,223 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $21,499,086 across 13 Medical Instruments & Supplies names. ISRG ranks #1 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
23,518 | $9,352,638 | |
| 2 | BDX |
Becton Dickinson & Co
|
31,456 | $4,760,236 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
4,709 | $1,690,531 | |
| 4 | ALGN |
Align Technology Inc
|
7,896 | $1,331,739 | |
| 5 | RMD |
Resmed Inc
|
4,413 | $860,005 | |
| 6 | COO |
Cooper Companies, Inc.
|
9,895 | $709,570 | |
| 7 | MDLN |
Medline Inc.
|
17,248 | $680,261 | |
| 8 | BAX |
Baxter International Inc
|
28,408 | $605,658 |
All Filings in ISRG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,352,638 | 23,518 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $12,693,820 | 27,536 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,728,949 | 27,772 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,750,073 | 26,273 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,573,294 | 24,978 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,436,724 | 25,111 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,171,579 | 9,908 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,438,133 | 9,034 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,012,079 | 6,771 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,386,558 | 5,980 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,821,744 | 5,400 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,601,749 | 5,480 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,294,584 | 3,786 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $867,065 | 3,394 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $886,534 | 3,341 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $474,223 | 2,530 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $383,155 | 1,909 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $424,463 | 1,407 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $414,991 | 1,155 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||