Position in ISRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$229,859
-$45,813 QoQ
Shares Held
578
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,814
of 2,223 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $535,545 across 2 Medical Instruments & Supplies names. ISRG ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
2,020 | $305,686 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
578 | $229,859 |
All Filings in ISRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,859 | 578 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $275,672 | 598 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $483,105 | 853 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $381,934 | 854 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $484,721 | 892 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $526,967 | 1,064 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $584,073 | 1,119 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||