SUMMIT WEALTH GROUP LLC / CO
Position in ISRG — Intuitive Surgical Inc
CIK 2081278
COLORADO SPRINGS, CO
Position in ISRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$370,637
-$75,601 QoQ
Shares Held
932
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,579
of 2,231 holders
Holding Since
Sep 2025
3 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, 2026SUMMIT WEALTH GROUP LLC / CO holds $647,070 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
932 | $370,637 | |
| 2 | ALGN |
Align Technology Inc
|
1,639 | $276,433 |
All Filings in ISRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,637 | 932 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $446,238 | 968 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $314,849 | 704 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||