Position in ISRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,112,476
-$579,244 QoQ
Shares Held
5,312
-9.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#894
of 2,231 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $5,314,453 across 10 Medical Instruments & Supplies names. ISRG ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
5,312 | $2,112,476 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
1,822 | $654,098 | |
| 3 | NVST |
Envista Holdings Corp
|
17,010 | $448,213 | |
| 4 | ATR |
Aptargroup, Inc.
|
3,290 | $411,908 | |
| 5 | BDX |
Becton Dickinson & Co
|
2,341 | $354,263 | |
| 6 | RMD |
Resmed Inc
|
1,641 | $319,798 | |
| 7 | ALGN |
Align Technology Inc
|
1,762 | $297,178 | |
| 8 | TFX |
Teleflex Inc
|
1,966 | $249,210 |
All Filings in ISRG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,112,476 | 5,312 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,691,720 | 5,839 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,351,718 | 5,918 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,241,069 | 5,011 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,638,255 | 4,855 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,295,081 | 4,634 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,361,347 | 4,524 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,177,308 | 4,432 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,909,741 | 4,293 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,719,279 | 4,308 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,397,007 | 4,141 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,165,944 | 3,989 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $554,284 | 1,621 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $389,080 | 1,523 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $414,211 | 1,561 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $241,235 | 1,287 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $264,134 | 1,316 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $339,088 | 1,124 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $400,978 | 1,116 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $369,823 | 372 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $347,623 | 378 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $279,319 | 378 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $312,514 | 382 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $235,567 | 332 | Shares | Sole | 2020-10-06 | |
| No filing history on record for this holder in this stock. | ||||||