Position in ISRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$514,200
-$145,015 QoQ
Shares Held
1,293
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,422
of 2,223 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Simplicity Wealth,LLC holds $2,173,086 across 7 Medical Instruments & Supplies names. ISRG ranks #1 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
1,293 | $514,200 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
1,174 | $421,466 | |
| 3 | BAX |
Baxter International Inc
|
15,940 | $339,840 | |
| 4 | RMD |
Resmed Inc
|
1,224 | $238,533 | |
| 5 | COO |
Cooper Companies, Inc.
|
3,118 | $223,591 | |
| 6 | ALGN |
Align Technology Inc
|
1,297 | $218,752 | |
| 7 | BDX |
Becton Dickinson & Co
|
1,432 | $216,704 |
All Filings in ISRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,200 | 1,293 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $659,215 | 1,430 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $945,821 | 1,670 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $707,517 | 1,582 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,973,121 | 3,631 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $687,930 | 1,389 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $347,103 | 665 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $575,277 | 1,171 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $12,520,748 | 28,146 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $11,182,102 | 28,019 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||