Lord & Richards Wealth Management, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 2045252
HIGHLANDS RANCH, CO
Position in ISRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$396,088
-$89,332 QoQ
Shares Held
996
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#1,542
of 2,222 holders
Holding Since
Mar 2025
6 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, 2026Lord & Richards Wealth Management, LLC holds $396,088 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
|
996 | $396,088 |
All Filings in ISRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,088 | 996 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $485,420 | 1,053 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $596,374 | 1,053 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $425,313 | 951 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $392,340 | 722 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $261,004 | 527 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||