Smallwood Wealth Investment Management, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1921304
RED BANK, NJ
Position in ISRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$14,316
-$2,279 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,102
of 2,231 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $14,745 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (97.1% of the industry book) .
All Filings in ISRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,316 | 36 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $16,595 | 36 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,388 | 36 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,100 | 36 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $19,562 | 36 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $17,829 | 36 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||