PDS Planning, Inc

Position in ISRG — Intuitive Surgical Inc

CIK 838618 DUBLIN, OH

Position in ISRG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$793,371

-$319,458 QoQ

Shares Held

1,995

-17.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,239

of 2,223 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PDS Planning, Inc holds $1,014,464 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (78.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	1,995	$793,371
2	BDX	Becton Dickinson & Co	1,461	$221,093

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$793,371	1,995	-17.4%	Shares	Sole	2026-08-05
2026-03-31	$1,112,829	2,414	+4.5%	Shares	Sole	2026-04-22
2025-12-31	$1,307,725	2,309	+11.5%	Shares	Sole	2026-01-26
2025-09-30	$925,766	2,070	-8.6%	Shares	Sole	2025-10-21
2025-06-30	$1,230,280	2,264	+42.5%	Shares	Sole	2025-07-24
2025-03-31	$786,984	1,589	+14.7%	Shares	Sole	2025-04-24
2024-12-31	$722,914	1,385	+3.8%	Shares	Sole	2025-02-10
2024-09-30	$655,354	1,334	+3.3%	Shares	Sole	2024-10-30
2024-06-30	$574,301	1,291	-6.9%	Shares	Sole	2024-08-08
2024-03-31	$553,537	1,387	+3.3%	Shares	Sole	2024-05-01
2023-12-31	$453,074	1,343	+4.5%	Shares	Sole	2024-02-01
2023-09-30	$375,592	1,285	+1.9%	Shares	Sole	2023-10-23
2023-06-30	$431,186	1,261	+20.4%	Shares	Sole	2023-07-21
2023-03-31	$267,477	1,047	+33.2%	Shares	Sole	2023-05-02
2022-12-31	$208,565	786	+12.0%	Shares	Sole	2023-01-27
2022-03-31	$211,779	702	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.