Position in ISRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$616,404
+$97,791 QoQ
Shares Held
1,550
+37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,354
of 2,223 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026TRB Wealth Management, LLC holds $845,668 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
1,550 | $616,404 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,515 | $229,264 |
All Filings in ISRG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,404 | 1,550 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $518,613 | 1,125 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||