JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in ISRG — Intuitive Surgical Inc
CIK 2122180
AMMON, ID
Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$481,590
-$136,596 QoQ
Shares Held
1,211
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,458
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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,181,944 across 2 Medical Instruments & Supplies names. ISRG ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
4,628 | $700,354 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
1,211 | $481,590 |
All Filings in ISRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,590 | 1,211 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $618,186 | 1,341 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,110,448 | 5,492 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||