Position in ISRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,490,204
+$258,316 QoQ
Shares Held
11,291
+23.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#681
of 2,223 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $7,244,234 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (62.0% of the industry book) .
All Filings in ISRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,490,204 | 11,291 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,231,888 | 9,180 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $4,837,847 | 8,542 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $3,928,467 | 8,784 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,214,687 | 7,756 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $4,065,670 | 8,209 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $4,914,253 | 9,415 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,394,900 | 8,946 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $434,618 | 977 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $247,036 | 619 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||