UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1463217
IRVING, TX
Position in ISRG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$39,843,559
+$3,120,174 QoQ
Shares Held
100,190
+25.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#262
of 2,235 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $429,374,916 across 11 Medical Instruments & Supplies names. ISRG ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGEN |
Repligen Corp
|
2,790,650 | $380,756,286 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
100,190 | $39,843,559 | |
| 3 | ALGN |
Align Technology Inc
|
14,642 | $2,469,519 | |
| 4 | BDX |
Becton Dickinson & Co
|
10,231 | $1,548,257 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
3,712 | $1,332,608 | |
| 6 | RMD |
Resmed Inc
|
5,671 | $1,105,164 | |
| 7 | SOLV |
Solventum Corp
|
8,188 | $631,704 | |
| 8 | BAX |
Baxter International Inc
|
29,035 | $619,026 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,843,559 | 100,190 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $36,723,385 | 79,662 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $44,094,524 | 77,856 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $35,615,608 | 79,636 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $44,422,680 | 81,748 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $39,049,067 | 78,844 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $41,597,602 | 79,695 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $40,493,912 | 82,427 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $36,864,719 | 82,870 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $37,740,344 | 94,566 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $32,559,963 | 96,514 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $33,903,009 | 115,991 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $40,728,815 | 119,111 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $31,765,395 | 124,341 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $36,032,672 | 135,793 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $26,889,017 | 143,454 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $34,758,556 | 173,178 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $42,704,614 | 141,556 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $48,687,665 | 135,507 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $45,793,526 | 46,063 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $42,480,935 | 46,193 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $32,341,921 | 43,768 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $32,831,989 | 40,132 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $26,809,965 | 37,785 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $21,638,720 | 37,974 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $17,983,551 | 36,315 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||