Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$957,611
+$74,818 QoQ
Shares Held
2,408
+25.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,162
of 2,222 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,074,540 across 4 Medical Instruments & Supplies names. ISRG ranks #1 (46.2% of the industry book) .
All Filings in ISRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,611 | 2,408 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $882,793 | 1,915 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $643,384 | 1,136 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $442,307 | 989 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $657,523 | 1,210 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $502,201 | 1,014 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $506,299 | 970 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $431,825 | 879 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $355,433 | 799 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $322,065 | 807 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||