Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$589,361
+$73,514 QoQ
Shares Held
1,482
+32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,371
of 2,223 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $1,316,583 across 3 Medical Instruments & Supplies names. ISRG ranks #2 (44.8% of the industry book) .
All Filings in ISRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,361 | 1,482 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $515,847 | 1,119 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $509,724 | 900 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $450,807 | 1,008 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $548,844 | 1,010 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $489,326 | 988 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $470,285 | 901 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $322,273 | 656 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $272,693 | 613 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $200,869 | 757 | Shares | Sole | 2023-02-06 | |
| 2022-03-31 | $212,986 | 706 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $301,812 | 840 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $261,461 | 263 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $225,311 | 245 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||