ONE WEALTH CAPITAL MANAGEMENT, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 2050308
SCOTTSDALE, AZ
Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$869,328
+$400,041 QoQ
Shares Held
2,186
+114.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,196
of 2,223 holders
Holding Since
Dec 2024
7 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, 2026ONE WEALTH CAPITAL MANAGEMENT, LLC holds $1,491,066 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (58.3% of the industry book) .
All Filings in ISRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,328 | 2,186 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $469,287 | 1,018 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $854,637 | 1,509 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $263,418 | 589 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $282,573 | 520 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $271,407 | 548 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $254,716 | 488 | Shares | Sole | 2025-01-07 | |
| No filing history on record for this holder in this stock. | ||||||