B. Riley Wealth Advisors, Inc.

Position in ISRG — Intuitive Surgical Inc

CIK 1464811 MEMPHIS, TN

Position in ISRG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,434,199

-$431,775 QoQ

Shares Held

6,121

-1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#848

of 2,223 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $3,569,252 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	6,121	$2,434,199
2	BDX	Becton Dickinson & Co	5,681	$859,705
3	SOLV	Solventum Corp	3,569	$275,348

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,434,199	6,121	-1.5%	Shares	Sole	2026-07-14
2026-03-31	$2,865,974	6,217	-10.9%	Shares	Sole	2026-04-27
2025-12-31	$3,953,759	6,981	+7.5%	Shares	Sole	2026-02-17
2025-09-30	$2,905,206	6,496	+2.4%	Shares	Sole	2025-10-31
2025-06-30	$3,448,479	6,346	+94.4%	Shares	Sole	2025-08-19
2024-12-31	$1,704,199	3,265	-15.8%	Shares	Sole	2025-02-25
2024-09-30	$1,904,653	3,877	-31.6%	Shares	Sole	2024-12-13
2024-06-30	$2,522,299	5,670	-24.1%	Shares	Sole	2024-08-19
2024-03-31	$2,979,605	7,466	+26.1%	Shares	Sole	2024-05-16
2023-12-31	$1,997,508	5,921	-20.7%	Shares	Sole	2024-03-15
2023-09-30	$2,182,237	7,466	+9.7%	Shares	Sole	2023-12-01
2023-06-30	$2,327,585	6,807	-2.3%	Shares	Sole	2023-07-27
2023-03-31	$1,780,370	6,969	-12.3%	Shares	Sole	2023-05-17
2022-12-31	$2,108,205	7,945	-5.4%	Shares	Sole	2023-03-15
2022-09-30	$1,573,745	8,396	+9.8%	Shares	Other	2022-11-22
2022-06-30	$1,534,828	7,647	-4.9%	Shares	Other	2022-08-12
2022-03-31	$2,426,109	8,042	+4.6%	Shares	Other	2022-05-02
2021-12-31	$2,763,017	7,690	+291.3%	Shares	Other	2022-01-28
2021-09-30	$1,953,504	1,965	+12.9%	Shares	Other	2021-11-16
2021-06-30	$1,601,093	1,741	-20.6%	Shares	Other	2021-08-10
2021-03-31	$1,619,755	2,192	+102.6%	Shares	Other	2021-05-13
2020-12-31	$885,183	1,082	-16.5%	Shares	Other	2021-02-04
2020-09-30	$919,562	1,296	+35.1%	Shares	Other	2020-11-09
2020-06-30	$546,465	959	+2.6%	Shares	Other	2020-07-31
2020-03-31	$463,021	935	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.