Position in ISRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$319,734
+$92,927 QoQ
Shares Held
804
+63.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,644
of 2,223 holders
Holding Since
Sep 2022
16 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $453,865 across 7 Medical Instruments & Supplies names. ISRG ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
804 | $319,734 | |
| 2 | COO |
Cooper Companies, Inc.
|
1,216 | $87,199 | |
| 3 | BDX |
Becton Dickinson & Co
|
154 | $23,304 | |
| 4 | BAX |
Baxter International Inc
|
684 | $14,582 | |
| 5 | SOLV |
Solventum Corp
|
89 | $6,866 | |
| 6 | XRAY |
DENTSPLY SIRONA Inc.
|
200 | $2,122 | |
| 7 | EMBC |
Embecta Corp.
|
18 | $58 |
All Filings in ISRG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,734 | 804 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $226,807 | 492 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $441,194 | 779 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $326,925 | 731 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $397,232 | 731 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $351,146 | 709 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $361,718 | 693 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $209,772 | 427 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $143,241 | 322 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $139,681 | 350 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $125,835 | 373 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $103,762 | 355 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $106,001 | 310 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $75,874 | 297 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,311 | 118 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $10,871 | 58 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||