Cyndeo Wealth Partners, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1950947 ST. PETERSBURG, FL

Position in ISRG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,317,446

-$1,215,007 QoQ

Shares Held

8,342

-15.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#767

of 2,223 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $3,317,446 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	8,342	$3,317,446

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,317,446	8,342	-15.2%	Shares	Sole	2026-07-21
2026-03-31	$4,532,453	9,832	+16.2%	Shares	Sole	2026-04-13
2025-12-31	$4,790,272	8,458	+20.9%	Shares	Sole	2026-01-07
2025-09-30	$3,128,821	6,996	-31.6%	Shares	Sole	2025-10-10
2025-06-30	$5,557,454	10,227	+5.3%	Shares	Sole	2025-07-24
2025-03-31	$4,810,557	9,713	+10.6%	Shares	Sole	2025-04-17
2024-12-31	$4,585,940	8,786	+4.9%	Shares	Sole	2025-01-21
2024-09-30	$4,116,351	8,379	+7.2%	Shares	Sole	2024-10-18
2024-06-30	$3,476,502	7,815	+3.7%	Shares	Sole	2024-07-30
2024-03-31	$3,008,739	7,539	-8.5%	Shares	Sole	2024-04-17
2023-12-31	$2,778,496	8,236	-39.6%	Shares	Sole	2024-01-12
2023-09-30	$3,988,004	13,644	+10.8%	Shares	Sole	2023-10-10
2023-06-30	$4,209,623	12,311	-8.3%	Shares	Sole	2023-07-27
2023-03-31	$3,428,407	13,420	+509.7%	Shares	Sole	2023-04-25
2022-12-31	$584,035	2,201	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.