Vertex Planning Partners, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1942341
DOWNERS GROVE, IL
Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$546,810
+$191,848 QoQ
Shares Held
1,375
+78.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,404
of 2,223 holders
Holding Since
Dec 2022
14 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, 2026Vertex Planning Partners, LLC holds $546,810 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
|
1,375 | $546,810 |
All Filings in ISRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,810 | 1,375 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $354,962 | 770 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $440,628 | 778 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $396,693 | 887 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $498,306 | 917 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $443,761 | 896 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $444,187 | 851 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $403,332 | 821 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $364,332 | 819 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $322,464 | 808 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $273,936 | 812 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $233,539 | 799 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $273,893 | 801 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $295,598 | 1,114 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||