Mowery & Schoenfeld Wealth Management, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in ISRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,474
-$3,419 QoQ
Shares Held
54
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,074
of 2,223 holders
Holding Since
Sep 2024
8 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $21,474 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
|
54 | $21,474 |
All Filings in ISRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,474 | 54 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,893 | 54 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $56,069 | 99 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,150 | 54 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $33,148 | 61 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $30,211 | 61 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $31,839 | 61 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $108,079 | 220 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||