Position in ISRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,920,164
-$274,035 QoQ
Shares Held
7,343
+6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#796
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, 2026Asset One Wealth Management LLC holds $3,202,701 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
7,343 | $2,920,164 | |
| 2 | COO |
Cooper Companies, Inc.
|
3,940 | $282,537 |
All Filings in ISRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,920,164 | 7,343 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,194,199 | 6,929 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,601,483 | 6,359 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||