Position in ISRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$717,017
-$27,481 QoQ
Shares Held
1,803
+11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,293
of 2,231 holders
Holding Since
Dec 2020
22 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, 2026Essex Financial Services, Inc. holds $1,086,413 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
1,803 | $717,017 | |
| 2 | BDX |
Becton Dickinson & Co
|
2,441 | $369,396 |
All Filings in ISRG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,017 | 1,803 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $744,498 | 1,615 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $907,308 | 1,602 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $734,798 | 1,643 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $876,520 | 1,613 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $794,908 | 1,605 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $935,352 | 1,792 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $904,428 | 1,841 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $735,781 | 1,654 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $641,337 | 1,607 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $476,352 | 1,412 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $466,787 | 1,597 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $442,128 | 1,293 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $714,294 | 2,796 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $681,153 | 2,567 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $494,466 | 2,638 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $548,540 | 2,733 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $870,346 | 2,885 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,057,419 | 2,943 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,193,974 | 1,201 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $900,327 | 979 | Shares | Sole | 2021-07-30 | |
| 2020-12-31 | $215,978 | 264 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||