Valmark Advisers, Inc.

Position in ISRG — Intuitive Surgical Inc

CIK 1380443 AKRON, OH

Position in ISRG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$454,945

-$95,938 QoQ

Shares Held

1,144

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,487

of 2,223 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Valmark Advisers, Inc. holds $1,264,017 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	1,144	$454,945
2	BDX	Becton Dickinson & Co	2,928	$443,094
3	ATRC	AtriCure, Inc.	13,080	$365,978

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$454,945	1,144	-4.3%	Shares	Sole	2026-08-06
2026-03-31	$550,883	1,195	+8.9%	Shares	Sole	2026-05-01
2025-12-31	$621,296	1,097	+10.1%	Shares	Sole	2026-01-26
2025-09-30	$445,441	996	+0.7%	Shares	Sole	2025-10-24
2025-06-30	$537,432	989	+0.7%	Shares	Sole	2025-07-23
2025-03-31	$486,355	982	+8.9%	Shares	Sole	2025-04-23
2024-12-31	$470,807	902	-3.5%	Shares	Sole	2025-01-30
2024-09-30	$459,337	935	+2.9%	Shares	Sole	2024-10-25
2024-06-30	$404,368	909	+6.4%	Shares	Sole	2024-08-01
2024-03-31	$340,822	854	+3.1%	Shares	Sole	2024-05-06
2023-12-31	$279,334	828	0.0%	Shares	Sole	2024-02-02
2023-09-30	$242,016	828	0.0%	Shares	Sole	2023-11-08
2023-06-30	$283,126	828	-0.4%	Shares	Sole	2023-08-03
2023-03-31	$212,295	831	-3.3%	Shares	Sole	2023-05-02
2022-12-31	$227,935	859	+1.8%	Shares	Sole	2023-02-07
2022-03-31	$254,617	844	+11.1%	Shares	Sole	2022-05-10
2021-12-31	$273,068	760	+152.5%	Shares	Sole	2022-02-02
2021-09-30	$299,239	301	+9.5%	Shares	Sole	2021-11-09
2021-06-30	$252,901	275	0.0%	Shares	Sole	2021-08-06
2021-03-31	$203,208	275	-2.8%	Shares	Sole	2021-05-04
2020-12-31	$231,522	283	-8.7%	Shares	Sole	2021-02-03
2020-09-30	$219,957	310	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.