United Financial Planning Group LLC
Position in ISRG — Intuitive Surgical Inc
CIK 2088337
HAUPPAUGE, NY
Position in ISRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,772
-$3,525 QoQ
Shares Held
12
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,157
of 2,223 holders
Holding Since
Dec 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, 2026United Financial Planning Group LLC holds $9,080 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
12 | $4,772 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
12 | $4,308 |
All Filings in ISRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,772 | 12 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,297 | 18 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,097 | 9 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||