Position in ISRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$522,949
+$262,951 QoQ
Shares Held
1,315
+133.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,421
of 2,223 holders
Holding Since
Jun 2024
5 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, 2026Triad Wealth Partners, LLC holds $816,252 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
1,315 | $522,949 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
817 | $293,303 |
All Filings in ISRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,949 | 1,315 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $259,998 | 564 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $245,233 | 433 | Shares | Sole | 2026-01-22 | |
| 2024-12-31 | $243,755 | 467 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $271,358 | 610 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||