Position in ISRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$677,646
-$64,086 QoQ
Shares Held
1,704
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,311
of 2,223 holders
Holding Since
Dec 2023
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, 2026Quotient Wealth Partners, LLC holds $935,814 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
1,704 | $677,646 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,706 | $258,168 |
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,646 | 1,704 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $741,732 | 1,609 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $950,918 | 1,679 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $730,773 | 1,634 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $973,247 | 1,791 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $813,728 | 1,643 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $845,053 | 1,619 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $747,712 | 1,522 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $640,584 | 1,440 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $521,610 | 1,307 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $431,483 | 1,279 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||