ProVise Management Group, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1305707 CLEARWATER, FL

Position in ISRG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$318,541

-$51,172 QoQ

Shares Held

801

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,648

of 2,223 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

ProVise Management Group, LLC holds $10,684,192 across 2 Medical Instruments & Supplies names. ISRG ranks #2 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BDX	Becton Dickinson & Co	68,497	$10,365,651
2	ISRG	Intuitive Surgical Inc This page	801	$318,541

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,541	801	-0.1%	Shares	Sole	2026-08-03
2026-03-31	$369,713	802	+0.1%	Shares	Sole	2026-05-07
2025-12-31	$453,654	801	0.0%	Shares	Sole	2026-01-29
2025-09-30	$358,231	801	0.0%	Shares	Sole	2025-11-13
2025-06-30	$435,271	801	0.0%	Shares	Sole	2025-08-08
2025-03-31	$396,711	801	0.0%	Shares	Sole	2025-05-08
2024-12-31	$418,089	801	0.0%	Shares	Sole	2025-02-11
2024-09-30	$393,507	801	0.0%	Shares	Sole	2024-11-12
2024-06-30	$356,324	801	0.0%	Shares	Sole	2024-08-12
2024-03-31	$319,671	801	0.0%	Shares	Sole	2024-05-09
2023-12-31	$270,225	801	0.0%	Shares	Sole	2024-02-09
2023-09-30	$234,124	801	0.0%	Shares	Sole	2023-11-08
2023-06-30	$273,893	801	0.0%	Shares	Sole	2023-08-24
2023-03-31	$204,631	801	-0.7%	Shares	Sole	2023-05-08
2022-12-31	$214,137	807	-6.3%	Shares	Sole	2023-02-10
2022-03-31	$259,746	861	0.0%	Shares	Sole	2022-04-27
2021-12-31	$309,357	861	+200.0%	Shares	Sole	2022-01-18
2021-09-30	$285,321	287	+7.5%	Shares	Sole	2021-10-20
2021-06-30	$245,543	267	0.0%	Shares	Sole	2021-08-06
2020-12-31	$218,432	267	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.