HBK Sorce Advisory LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1379995 ERIE, PA

Position in ISRG

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,851,335

-$395,415 QoQ

Shares Held

4,016

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

HBK Sorce Advisory LLC holds $2,361,125 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (78.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	4,016	$1,851,335
2	BDX	Becton Dickinson & Co	3,192	$501,878
3	NXGL	Nexgel, Inc.	12,500	$7,912

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,851,335	4,016	+1.2%	Shares	Sole	2026-05-11
2025-12-31	$2,246,750	3,967	+5.8%	Shares	Sole	2026-02-09
2025-09-30	$1,676,218	3,748	-2.8%	Shares	Sole	2025-10-16
2025-06-30	$2,094,302	3,854	+2.7%	Shares	Sole	2025-08-04
2025-03-31	$1,858,748	3,753	-2.2%	Shares	Sole	2025-04-23
2024-12-31	$2,002,238	3,836	+1.7%	Shares	Sole	2025-02-10
2024-09-30	$1,853,561	3,773	-20.9%	Shares	Sole	2024-11-12
2024-06-30	$2,121,044	4,768	-5.1%	Shares	Sole	2024-08-08
2024-03-31	$2,005,427	5,025	-6.0%	Shares	Sole	2024-05-09
2023-12-31	$1,803,526	5,346	+0.1%	Shares	Sole	2024-01-25
2023-09-30	$1,561,705	5,343	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$1,824,591	5,336	-5.3%	Shares	Sole	2023-08-04
2023-03-31	$1,439,828	5,636	-7.4%	Shares	Sole	2023-08-15
2022-12-31	$1,614,920	6,086	+167.3%	Shares	Sole	2023-02-09
2022-09-30	$426,800	2,277	+16.2%	Shares	Sole	2022-11-14
2022-06-30	$393,190	1,959	-18.5%	Shares	Sole	2022-08-15
2022-03-31	$725,238	2,404	+17.1%	Shares	Sole	2022-05-13
2021-12-31	$737,642	2,053	+207.3%	Shares	Sole	2022-02-15
2021-09-30	$221,364	668	+1.8%	Shares	Sole	2021-11-15
2021-06-30	$201,094	656	-2.8%	Shares	Sole	2021-08-12
2021-03-31	$166,261	675	-0.6%	Shares	Sole	2021-05-14
2020-12-31	$185,163	679	+15.1%	Shares	Sole	2021-02-12
2020-09-30	$139,542	590	+25.3%	Shares	Sole	2020-11-13
2020-06-30	$89,463	471	+3.3%	Shares	Sole	2020-08-14
2020-03-31	$75,271	456	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.