Position in ISRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$376,205
-$65,423 QoQ
Shares Held
946
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,572
of 2,231 holders
Holding Since
Dec 2024
7 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, 2026Causey Wealth LLC holds $376,205 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
946 | $376,205 |
All Filings in ISRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,205 | 946 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $441,628 | 958 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $545,404 | 963 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $292,041 | 653 | Shares | Sole | 2026-05-19 | |
| 2025-06-30 | $354,846 | 653 | Shares | Sole | 2026-05-19 | |
| 2025-03-31 | $323,411 | 653 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $340,839 | 653 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||