Balboa Wealth Partners

Position in ISRG — Intuitive Surgical Inc

CIK 1929008 SCOTTSDALE, AZ

Position in ISRG

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

Position Value

$810,471

-$162,217 QoQ

Shares Held

2,038

-3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,225

of 2,223 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Balboa Wealth Partners holds $1,022,158 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	2,038	$810,471
2	LMAT	Lemaitre Vascular Inc	2,206	$211,687

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$810,471	2,038	-3.4%	Shares	Sole	2026-08-10
2026-03-31	$972,688	2,110	+2.3%	Shares	Sole	2026-04-16
2025-12-31	$1,167,834	2,062	-3.2%	Shares	Sole	2026-01-16
2025-09-30	$953,047	2,131	+0.0%	Shares	Sole	2025-11-06
2025-06-30	$1,157,463	2,130	+46.3%	Shares	Sole	2025-07-29
2025-03-31	$721,113	1,456	+15.6%	Shares	Sole	2025-04-23
2024-12-31	$657,669	1,260	-38.1%	Shares	Sole	2025-02-10
2024-09-30	$999,734	2,035	-51.8%	Shares	Sole	2024-11-06
2024-06-30	$1,878,156	4,222	-21.3%	Shares	Sole	2024-08-13
2024-03-31	$2,140,319	5,363	+10.9%	Shares	Defined	2024-05-13
2023-12-31	$1,631,810	4,837	-13.9%	Shares	Defined	2024-02-09
2023-09-30	$1,642,377	5,619	+3.3%	Shares	Defined	2023-10-23
2023-06-30	$1,859,811	5,439	-14.5%	Shares	Defined	2023-08-08
2023-03-31	$1,625,811	6,364	-16.6%	Shares	Defined	2023-05-12
2022-12-31	$2,023,824	7,627	-2.2%	Shares	Defined	2023-02-14
2022-09-30	$1,462,219	7,801	—	Shares	Sole	2023-01-04
No filing history on record for this holder in this stock.