ELEVATION WEALTH PARTNERS, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1976256
WALNUT CREEK, CA
Position in ISRG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$15,907
+$234 QoQ
Shares Held
40
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,091
of 2,223 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $247,112 across 15 Medical Instruments & Supplies names. ISRG ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATR |
Aptargroup, Inc.
|
435 | $54,462 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
133 | $47,747 | |
| 3 | COO |
Cooper Companies, Inc.
|
408 | $29,257 | |
| 4 | SOLV |
Solventum Corp
|
361 | $27,851 | |
| 5 | NVST |
Envista Holdings Corp
|
663 | $17,470 | |
| 6 | AVTR |
Avantor, Inc.
|
1,627 | $16,107 | |
| 7 | ISRG |
Intuitive Surgical Inc
This page
|
40 | $15,907 | |
| 8 | TFX |
Teleflex Inc
|
114 | $14,450 |
All Filings in ISRG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,907 | 40 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $15,673 | 34 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $23,220 | 41 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $14,311 | 32 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||