Position in ISRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$885,633
-$48,793 QoQ
Shares Held
2,227
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,192
of 2,222 holders
Holding Since
Sep 2023
12 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, 2026Avantax Planning Partners, Inc. holds $885,633 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
|
2,227 | $885,633 |
All Filings in ISRG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,633 | 2,227 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $934,426 | 2,027 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,104,402 | 1,950 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $835,425 | 1,868 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $785,227 | 1,445 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $570,551 | 1,152 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $548,579 | 1,051 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $472,601 | 962 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $918,615 | 2,065 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $709,981 | 1,779 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $501,654 | 1,487 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $398,683 | 1,364 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||