Legacy Wealth Management, LLC / MS
Position in ISRG — Intuitive Surgical Inc
CIK 2047443
RIDGELAND, MS
Position in ISRG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$641,457
-$527,613 QoQ
Shares Held
1,613
-36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,334
of 2,223 holders
Holding Since
Mar 2020
26 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, 2026Legacy Wealth Management, LLC / MS holds $641,457 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
|
1,613 | $641,457 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,457 | 1,613 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,169,070 | 2,536 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,166,701 | 2,060 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $745,532 | 1,667 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,109,643 | 2,042 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,094,546 | 2,210 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $1,153,531 | 2,210 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,085,706 | 2,210 | Shares | Sole | 2024-12-12 | |
| 2024-06-30 | $983,118 | 2,210 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $881,988 | 2,210 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $745,565 | 2,210 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $645,960 | 2,210 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $755,687 | 2,210 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $564,588 | 2,210 | Shares | Sole | 2024-12-12 | |
| 2022-12-31 | $586,423 | 2,210 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $414,242 | 2,210 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $428,515 | 2,135 | Shares | Sole | 2024-12-12 | |
| 2022-03-31 | $644,086 | 2,135 | Shares | Sole | 2024-12-12 | |
| 2021-12-31 | $763,153 | 2,124 | Shares | Sole | 2024-12-12 | |
| 2021-09-30 | $700,875 | 705 | Shares | Sole | 2024-12-12 | |
| 2021-06-30 | $648,346 | 705 | Shares | Sole | 2024-12-12 | |
| 2021-03-31 | $520,952 | 705 | Shares | Sole | 2024-12-12 | |
| 2020-12-31 | $576,760 | 705 | Shares | Sole | 2024-12-12 | |
| 2020-09-30 | $500,225 | 705 | Shares | Sole | 2024-12-12 | |
| 2020-06-30 | $401,730 | 705 | Shares | Sole | 2024-12-12 | |
| 2020-03-31 | $321,391 | 649 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||