Acumen Wealth Advisors, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1939202 CHATTANOOGA, TN

Position in ISRG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,235,359

-$906,748 QoQ

Shares Held

5,621

-17.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#870

of 2,223 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $2,332,210 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (95.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	5,621	$2,235,359
2	BDX	Becton Dickinson & Co	620	$93,824
3	BAX	Baxter International Inc	142	$3,027

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,235,359	5,621	-17.5%	Shares	Sole	2026-08-03
2026-03-31	$3,142,107	6,816	-1.2%	Shares	Sole	2026-05-13
2025-12-31	$3,907,317	6,899	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.