MORRIS FINANCIAL CONCEPTS, INC.
Position in ISRG — Intuitive Surgical Inc
CIK 1387386
MOUNT PLEASANT, SC
Position in ISRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$202,419
-$23,005 QoQ
Shares Held
509
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,887
of 2,223 holders
Holding Since
Sep 2024
8 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, 2026MORRIS FINANCIAL CONCEPTS, INC. holds $202,419 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
509 | $202,419 |
All Filings in ISRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,419 | 509 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $225,424 | 489 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $269,587 | 476 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $216,012 | 483 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $258,119 | 475 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $234,757 | 474 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $242,711 | 465 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $203,877 | 415 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||