Position in ISRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,946,245
-$986,572 QoQ
Shares Held
4,894
-23.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#917
of 2,223 holders
Holding Since
Jun 2023
12 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, 2026Compound Planning, Inc. holds $3,701,056 across 6 Medical Instruments & Supplies names. ISRG ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
4,894 | $1,946,245 | |
| 2 | BDX |
Becton Dickinson & Co
|
3,491 | $528,292 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
1,301 | $467,059 | |
| 4 | ALGN |
Align Technology Inc
|
2,016 | $340,017 | |
| 5 | RMD |
Resmed Inc
|
1,118 | $217,875 | |
| 6 | ALC |
Alcon Inc
|
3,004 | $201,568 |
All Filings in ISRG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,946,245 | 4,894 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,932,817 | 6,362 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,639,428 | 6,426 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $2,082,750 | 4,657 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,727,918 | 5,020 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,054,875 | 4,149 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,219,820 | 2,337 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $669,601 | 1,363 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $527,147 | 1,185 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $346,011 | 867 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $244,586 | 725 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $273,552 | 800 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||