WealthPlan Investment Management, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1929986 OMAHA, NE

Position in ISRG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,953,005

-$309,532 QoQ

Shares Held

4,911

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#914

of 2,223 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $2,183,842 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (89.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	4,911	$1,953,005
2	WST	West Pharmaceutical Services Inc	643	$230,837

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,953,005	4,911	+0.1%	Shares	Other	2026-07-28
2026-03-31	$2,262,537	4,908	+36.6%	Shares	Sole	2026-04-29
2025-12-31	$2,034,931	3,593	+91.5%	Shares	Sole	2026-02-05
2025-09-30	$839,002	1,876	0.0%	Shares	Other	2025-10-27
2025-06-30	$1,019,436	1,876	+7.5%	Shares	Sole	2025-07-28
2025-03-31	$864,245	1,745	+12.9%	Shares	Sole	2025-05-12
2024-12-31	$806,427	1,545	-22.1%	Shares	Sole	2025-01-30
2024-09-30	$974,187	1,983	+34.9%	Shares	Sole	2024-11-05
2024-06-30	$653,929	1,470	0.0%	Shares	Sole	2024-08-09
2024-03-31	$586,662	1,470	+25.6%	Shares	Sole	2024-05-16
2023-12-31	$394,711	1,170	+8.4%	Shares	Sole	2024-01-05
2023-09-30	$315,380	1,079	+98.0%	Shares	Sole	2023-11-15
2023-06-30	$186,357	545	-55.7%	Shares	Sole	2023-08-14
2023-03-31	$313,972	1,229	-43.4%	Shares	Sole	2023-05-08
2022-12-31	$576,605	2,173	-5.9%	Shares	Sole	2023-02-15
2022-09-30	$432,798	2,309	-76.6%	Shares	Sole	2022-12-12
2022-03-31	$2,977,581	9,870	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.