Transamerica Financial Advisors, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in ISRG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,685,300
-$969,777 QoQ
Shares Held
9,267
-8.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#734
of 2,223 holders
Holding Since
Jun 2020
21 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, 2026Transamerica Financial Advisors, LLC holds $4,522,027 across 19 Medical Instruments & Supplies names. ISRG ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
9,267 | $3,685,300 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,418 | $214,585 | |
| 3 | ALC |
Alcon Inc
|
2,971 | $199,354 | |
| 4 | BAX |
Baxter International Inc
|
8,887 | $189,470 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
243 | $87,237 | |
| 6 | MDLN |
Medline Inc.
|
1,482 | $58,450 | |
| 7 | COO |
Cooper Companies, Inc.
|
286 | $20,509 | |
| 8 | MMSI |
Merit Medical Systems Inc
|
294 | $20,385 |
All Filings in ISRG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,685,300 | 9,267 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,655,077 | 10,098 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,038,530 | 10,662 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,851,998 | 10,849 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,825,898 | 10,721 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,414,291 | 10,932 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,872,050 | 11,250 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,680,063 | 11,562 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,351,545 | 12,030 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,801,052 | 12,030 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $368,397 | 1,092 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $33,613 | 115 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,874 | 10 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $401 | 2 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $738 | 1 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $818 | 1 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,419 | 2 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $380,076 | 667 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||