Wealth Enhancement Trust Services, Inc.
Position in ISRG — Intuitive Surgical Inc
CIK 2067696
SIOUX FALLS, SD
Position in ISRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,889,707
-$1,259,551 QoQ
Shares Held
9,781
-12.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#718
of 2,223 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $4,124,640 across 14 Medical Instruments & Supplies names. ISRG ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
9,781 | $3,889,707 | |
| 2 | RMD |
Resmed Inc
|
864 | $168,375 | |
| 3 | COO |
Cooper Companies, Inc.
|
339 | $24,309 | |
| 4 | SOLV |
Solventum Corp
|
178 | $13,732 | |
| 5 | XRAY |
DENTSPLY SIRONA Inc.
|
791 | $8,392 | |
| 6 | NVST |
Envista Holdings Corp
|
249 | $6,561 | |
| 7 | MMSI |
Merit Medical Systems Inc
|
58 | $4,021 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
10 | $3,590 |
All Filings in ISRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,889,707 | 9,781 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $5,149,258 | 11,170 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $5,436,489 | 9,599 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||