Position in ISRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,924,373
-$229,833 QoQ
Shares Held
4,839
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#920
of 2,223 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $1,928,230 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
4,839 | $1,924,373 | |
| 2 | SOLV |
Solventum Corp
|
50 | $3,857 |
All Filings in ISRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,924,373 | 4,839 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,154,206 | 4,673 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,765,535 | 4,883 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,826,487 | 4,084 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,453,621 | 2,675 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||