Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$303,429
-$45,079 QoQ
Shares Held
763
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#1,682
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, 2026SWP FINANCIAL LLC holds $303,429 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
763 | $303,429 |
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,429 | 763 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $348,508 | 756 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $428,168 | 756 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $338,105 | 756 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $410,817 | 756 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $374,424 | 756 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $394,601 | 756 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $371,400 | 756 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $336,306 | 756 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $301,712 | 756 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $255,044 | 756 | Shares | Sole | 2024-03-08 | |
| No filing history on record for this holder in this stock. | ||||||