Schrum Private Wealth Management LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1914987 ST. AUGUSTINE, FL

Position in ISRG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$663,727

-$304,352 QoQ

Shares Held

1,669

-20.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#1,322

of 2,223 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Schrum Private Wealth Management LLC holds $868,022 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	1,669	$663,727
2	BDX	Becton Dickinson & Co	1,350	$204,295

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$663,727	1,669	-20.5%	Shares	Sole	2026-08-10
2026-03-31	$968,079	2,100	+1.5%	Shares	Sole	2026-05-08
2025-12-31	$1,171,798	2,069	0.0%	Shares	Sole	2026-02-17
2025-09-30	$925,318	2,069	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,124,315	2,069	0.0%	Shares	Sole	2025-07-23
2025-03-31	$1,024,713	2,069	-4.6%	Shares	Sole	2025-05-02
2024-12-31	$1,132,131	2,169	-20.8%	Shares	Sole	2025-02-07
2024-09-30	$1,345,097	2,738	+6.6%	Shares	Sole	2024-11-05
2024-06-30	$1,142,819	2,569	0.0%	Shares	Sole	2024-07-30
2024-03-31	$1,025,262	2,569	+58.7%	Shares	Sole	2024-05-03
2023-12-31	$546,185	1,619	-35.7%	Shares	Sole	2024-01-26
2023-09-30	$736,278	2,519	0.0%	Shares	Sole	2023-11-07
2023-06-30	$861,346	2,519	-3.8%	Shares	Sole	2023-07-24
2023-03-31	$669,075	2,619	-5.4%	Shares	Sole	2023-04-20
2022-12-31	$734,754	2,769	0.0%	Shares	Sole	2023-01-20
2022-09-30	$519,021	2,769	0.0%	Shares	Sole	2022-10-27
2022-06-30	$555,765	2,769	0.0%	Shares	Sole	2022-07-22
2022-03-31	$835,351	2,769	+37.1%	Shares	Sole	2022-05-05
2021-12-31	$725,426	2,019	—	Shares	Sole	2022-03-11
No filing history on record for this holder in this stock.