Perissos Private Wealth Management, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 2023071
BETHANY, OK
Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$364,274
-$57,992 QoQ
Shares Held
916
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,581
of 2,223 holders
Holding Since
Mar 2024
10 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, 2026Perissos Private Wealth Management, LLC holds $364,274 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
|
916 | $364,274 |
All Filings in ISRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,274 | 916 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $422,266 | 916 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $518,785 | 916 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $409,662 | 916 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $497,763 | 916 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $453,667 | 916 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $506,823 | 971 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $474,566 | 966 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $429,725 | 966 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $385,520 | 966 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||