Position in ISRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$155,244,374
-$59,314,315 QoQ
Shares Held
336,763
-11.1% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 72.20246752286342.ToString("F0")%
Shared 2.1572337121305494.ToString("F0")%
None 25.640298765006044.ToString("F0")%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Corient Private Wealth LLC holds $271,508,905 across 23 Medical Instruments & Supplies names. ISRG ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
336,763 | $155,244,374 | |
| 2 | ATR |
Aptargroup, Inc.
|
176,836 | $22,284,872 | |
| 3 | RMD |
Resmed Inc
|
92,502 | $20,764,848 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
59,329 | $14,870,220 | |
| 5 | NVST |
Envista Holdings Corp
|
518,177 | $13,146,150 | |
| 6 | BDX |
Becton Dickinson & Co
|
77,506 | $12,186,268 | |
| 7 | ALC |
Alcon Inc
|
96,105 | $7,241,510 | |
| 8 | AVTR |
Avantor, Inc.
|
637,530 | $4,998,235 |
All Filings in ISRG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $155,244,374 | 336,763 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $214,558,689 | 378,838 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $143,911,009 | 321,783 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $165,017,855 | 303,671 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $89,101,547 | 179,905 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $97,876,370 | 187,517 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $96,094,376 | 195,604 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $85,822,241 | 192,924 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $63,665,230 | 159,526 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $53,808,919 | 159,500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $42,946,461 | 146,931 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $50,702,521 | 148,279 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $36,849,758 | 144,243 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $20,847,222 | 78,565 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||