Position in ISRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,372,326
+$451,033 QoQ
Shares Held
8,480
+33.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#761
of 2,223 holders
Holding Since
Mar 2020
26 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, 2026Smith Salley Wealth Management holds $3,372,326 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
8,480 | $3,372,326 |
All Filings in ISRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,372,326 | 8,480 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,921,293 | 6,337 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,445,167 | 6,083 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,613,164 | 5,843 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,642,059 | 4,862 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,188,102 | 4,418 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $394,079 | 755 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $370,908 | 755 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $330,078 | 742 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $296,124 | 742 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,001,283 | 2,968 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $891,776 | 3,051 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,041,206 | 3,045 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $728,855 | 2,853 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $804,806 | 3,033 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $545,824 | 2,912 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $538,906 | 2,685 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $811,820 | 2,691 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $985,559 | 2,743 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $900,698 | 906 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $833,193 | 906 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $665,045 | 900 | Shares | Other | 2021-04-30 | |
| 2020-12-31 | $1,229,604 | 1,503 | Shares | Other | 2021-01-28 | |
| 2020-09-30 | $1,065,728 | 1,502 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $854,744 | 1,500 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $754,204 | 1,523 | Shares | Other | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||