Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$122,883
-$27,860 QoQ
Shares Held
309
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,947
of 2,231 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, 2026CrossGen Wealth, LLC holds $146,799 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
309 | $122,883 | |
| 2 | SOLV |
Solventum Corp
|
310 | $23,916 |
All Filings in ISRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,883 | 309 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $150,743 | 327 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $213,517 | 377 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||