Position in ISRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$865,351
-$132,231 QoQ
Shares Held
2,176
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,199
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, 2026Proactive Wealth Strategies LLC holds $865,351 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
|
2,176 | $865,351 |
All Filings in ISRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,351 | 2,176 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $997,582 | 2,164 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $615,633 | 1,087 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $432,471 | 967 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $525,477 | 967 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $454,162 | 917 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $462,978 | 887 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $435,756 | 887 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||