BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in ISRG — Intuitive Surgical Inc
CIK 2010186
CINCINNATI, OH
Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,110,720
-$198,030 QoQ
Shares Held
2,793
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#306
of 770 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,319,171 across 11 Medical Instruments & Supplies names. ISRG ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
19,079 | $2,887,225 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
2,793 | $1,110,720 | |
| 3 | AVR |
Anteris Technologies Global Corp.
|
14,350 | $141,347 | |
| 4 | SOLV |
Solventum Corp
|
937 | $72,289 | |
| 5 | ALC |
Alcon Inc
|
653 | $43,816 | |
| 6 | BAX |
Baxter International Inc
|
1,863 | $39,719 | |
| 7 | ALGN |
Align Technology Inc
|
50 | $8,433 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
15 | $5,385 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,110,720 | 2,793 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,308,750 | 2,839 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,597,701 | 2,821 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,247,771 | 2,790 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,504,702 | 2,769 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,371,402 | 2,769 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,481,844 | 2,839 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,434,017 | 2,919 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,298,517 | 2,919 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,199,664 | 3,006 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,017,815 | 3,017 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $926,267 | 3,169 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,127,718 | 3,298 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $842,540 | 3,298 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,040,968 | 3,923 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,077,967 | 5,751 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $1,154,283 | 5,751 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,596,490 | 5,292 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $1,901,415 | 5,292 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $1,753,680 | 1,764 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,672,825 | 1,819 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,344,131 | 1,819 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,488,123 | 1,819 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $1,670,256 | 2,354 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,341,379 | 2,354 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $1,718,378 | 3,470 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||