Position in ISRG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$135,940,545
-$19,303,829 QoQ
Shares Held
341,834
+1.5% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#119
of 2,223 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 37%
Shared 5%
None 59%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $271,169,734 across 24 Medical Instruments & Supplies names. ISRG ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
341,834 | $135,940,545 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
65,759 | $23,607,481 | |
| 3 | NVST |
Envista Holdings Corp
|
679,511 | $17,905,114 | |
| 4 | AVTR |
Avantor, Inc.
|
1,722,983 | $17,057,531 | |
| 5 | RMD |
Resmed Inc
|
85,266 | $16,616,638 | |
| 6 | ATR |
Aptargroup, Inc.
|
121,901 | $15,262,005 | |
| 7 | BDX |
Becton Dickinson & Co
|
74,844 | $11,326,142 | |
| 8 | ALC |
Alcon Inc
|
93,254 | $6,257,343 |
All Filings in ISRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,940,545 | 341,834 | Shares | Sole | 2026-08-17 | |
| 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. | ||||||