UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1463217
IRVING, TX
Position in ISRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,723,385
-$7,371,139 QoQ
Shares Held
79,662
+2.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.54%
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%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $372,671,994 across 13 Medical Instruments & Supplies names. ISRG ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGEN |
Repligen Corp
|
2,773,980 | $326,830,323 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
79,662 | $36,723,385 | |
| 3 | ALGN |
Align Technology Inc
|
16,054 | $2,752,137 | |
| 4 | BDX |
Becton Dickinson & Co
|
10,551 | $1,658,933 | |
| 5 | RMD |
Resmed Inc
|
4,933 | $1,107,359 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
3,693 | $925,613 | |
| 7 | HOLX |
HOLOGIC INC
|
8,414 | $636,014 | |
| 8 | ALC |
Alcon Inc
|
7,003 | $527,676 |
All Filings in ISRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $15,264,508 | 46,063 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,160,311 | 46,193 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $10,780,640 | 43,768 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,943,996 | 40,132 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $8,936,655 | 37,785 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,212,906 | 37,974 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,994,517 | 36,315 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||