Position in ISRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$215,542
-$10,343 QoQ
Shares Held
542
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,847
of 2,223 holders
Holding Since
Sep 2022
11 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, 2026Buck Wealth Strategies, LLC holds $231,817 across 11 Medical Instruments & Supplies names. ISRG ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
542 | $215,542 | |
| 2 | SOLV |
Solventum Corp
|
97 | $7,483 | |
| 3 | BAX |
Baxter International Inc
|
283 | $6,033 | |
| 4 | COO |
Cooper Companies, Inc.
|
13 | $932 | |
| 5 | BDX |
Becton Dickinson & Co
|
5 | $756 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1 | $359 | |
| 7 | ALGN |
Align Technology Inc
|
1 | $168 | |
| 8 | AVTR |
Avantor, Inc.
|
15 | $148 |
All Filings in ISRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,542 | 542 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $225,885 | 490 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $449,123 | 793 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $372,157 | 713 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $343,889 | 700 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $311,395 | 700 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $246,272 | 730 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $213,371 | 730 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $239,358 | 700 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $178,829 | 700 | Shares | Sole | 2023-11-06 | |
| 2022-09-30 | $136,831 | 730 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||