Paragon Private Wealth Management, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1922684
LEXINGTON, KY
Position in ISRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$400,065
-$487,340 QoQ
Shares Held
1,006
-47.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,538
of 2,223 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $400,065 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
1,006 | $400,065 |
All Filings in ISRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,065 | 1,006 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $887,405 | 1,925 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $1,063,623 | 1,878 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $915,032 | 2,046 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $900,429 | 1,657 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $711,702 | 1,437 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $581,463 | 1,114 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $441,651 | 899 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $337,641 | 759 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||