Position in ISRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$66,076,923
+$46,506,354 QoQ
Shares Held
143,337
+314.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $206,529,138 across 25 Medical Instruments & Supplies names. ISRG ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
487,861 | $109,515,037 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
143,337 | $66,076,923 | |
| 3 | BDX |
Becton Dickinson & Co
|
62,213 | $9,781,749 | |
| 4 | ALC |
Alcon Inc
|
49,913 | $3,760,944 | |
| 5 | ALGN |
Align Technology Inc
|
15,514 | $2,659,565 | |
| 6 | ATR |
Aptargroup, Inc.
|
16,257 | $2,048,707 | |
| 7 | SOLV |
Solventum Corp
|
30,167 | $1,969,905 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
6,155 | $1,542,689 |
All Filings in ISRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,076,923 | 143,337 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,570,569 | 34,555 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,507,234 | 27,966 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $15,139,946 | 27,861 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $13,743,247 | 27,749 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,831,418 | 26,499 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,833,446 | 26,123 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,944,359 | 40,338 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $14,881,667 | 37,289 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,074,996 | 41,721 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,978,628 | 40,982 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,066,371 | 29,439 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,015,552 | 23,547 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,801,877 | 21,865 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,573,918 | 19,067 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,798,838 | 18,927 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $4,293,208 | 14,231 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,760,588 | 18,816 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,512,561 | 5,545 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,810,637 | 5,231 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,021,835 | 6,796 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,167,119 | 6,316 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $30,189,503 | 42,548 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $28,759,315 | 50,470 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $19,525,139 | 39,428 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||