Position in ISRG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$491,134
-$79,110 QoQ
Shares Held
1,235
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,446
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, 2026Meriwether Wealth & Planning, LLC holds $1,560,885 across 2 Medical Instruments & Supplies names. ISRG ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
7,069 | $1,069,751 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
1,235 | $491,134 |
All Filings in ISRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,134 | 1,235 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $570,244 | 1,237 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $681,331 | 1,203 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $538,464 | 1,204 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $622,204 | 1,145 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $506,661 | 1,023 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $537,096 | 1,029 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||