Position in ISRG
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$42,949
-$6,837 QoQ
Shares Held
108
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,024
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, 2026Bernard Wealth Management Corp. holds $50,741 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
108 | $42,949 | |
| 2 | SOLV |
Solventum Corp
|
101 | $7,792 |
All Filings in ISRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,949 | 108 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $49,786 | 108 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,166 | 108 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $48,300 | 108 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $58,688 | 108 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $53,489 | 108 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $56,371 | 108 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||