PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in ISRG — Intuitive Surgical Inc
CIK 2145782
WALTHAM, MA
Position in ISRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$322,120
-$59,579 QoQ
Shares Held
810
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,638
of 2,223 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $584,364 across 5 Medical Instruments & Supplies names. ISRG ranks #1 (55.1% of the industry book) .
All Filings in ISRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,120 | 810 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $381,699 | 828 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $468,946 | 828 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $347,497 | 777 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $443,965 | 817 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $400,178 | 808 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $420,699 | 806 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $393,507 | 801 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $356,324 | 801 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $298,519 | 748 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $222,657 | 660 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $192,911 | 660 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $225,680 | 660 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $188,536 | 738 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $195,828 | 738 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||