WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in ISRG — Intuitive Surgical Inc
CIK 752365
SOUTH BEND, IN
Position in ISRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$250,140
-$80,389 QoQ
Shares Held
629
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,768
of 2,223 holders
Holding Since
Mar 2020
11 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, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $250,140 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
|
629 | $250,140 |
All Filings in ISRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,140 | 629 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $330,529 | 717 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $403,814 | 713 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $288,016 | 644 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $390,711 | 719 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $301,619 | 609 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $280,814 | 538 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $268,724 | 547 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $241,553 | 543 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $216,705 | 543 | Shares | Sole | 2024-04-30 | |
| 2020-03-31 | $451,631 | 912 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||