Position in ISRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,713,205
-$36,252 QoQ
Shares Held
4,308
+13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#963
of 2,223 holders
Holding Since
Mar 2025
6 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, 2026Balance Wealth, LLC holds $1,713,205 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
|
4,308 | $1,713,205 |
All Filings in ISRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,713,205 | 4,308 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,749,457 | 3,795 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,128,380 | 3,758 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,112,708 | 2,488 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,338,962 | 2,464 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,222,821 | 2,469 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||