Position in ISRG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,010,902
-$169,693 QoQ
Shares Held
2,542
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,142
of 2,223 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026United Asset Strategies, Inc. holds $5,158,975 across 3 Medical Instruments & Supplies names. ISRG ranks #2 (19.6% of the industry book) .
All Filings in ISRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,902 | 2,542 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,180,595 | 2,561 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,496,323 | 2,642 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,185,606 | 2,651 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,303,640 | 2,399 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,191,124 | 2,405 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,256,879 | 2,408 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,169,713 | 2,381 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,069,864 | 2,405 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||