Position in ISRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,096,134
-$1,434,721 QoQ
Shares Held
22,873
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#529
of 2,223 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $14,362,866 across 10 Medical Instruments & Supplies names. ISRG ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
22,873 | $9,096,134 | |
| 2 | BDX |
Becton Dickinson & Co
|
11,507 | $1,741,354 | |
| 3 | COO |
Cooper Companies, Inc.
|
9,432 | $676,368 | |
| 4 | NVST |
Envista Holdings Corp
|
24,379 | $642,386 | |
| 5 | RMD |
Resmed Inc
|
2,677 | $521,693 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,394 | $500,446 | |
| 7 | ATR |
Aptargroup, Inc.
|
2,699 | $337,914 | |
| 8 | SOLV |
Solventum Corp
|
4,379 | $337,839 |
All Filings in ISRG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,096,134 | 22,873 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,530,855 | 22,844 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,238,647 | 12,781 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $7,351,250 | 13,528 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,660,886 | 13,449 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,121,100 | 13,643 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,846,829 | 13,937 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $6,577,996 | 14,787 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $5,877,398 | 14,727 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,008,783 | 14,847 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $4,347,521 | 14,874 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $22,244,222 | 65,053 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,978,791 | 66,461 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $4,161,218 | 15,682 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $838,164 | 4,176 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,160,028 | 7,160 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,561,090 | 7,128 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,390,930 | 2,405 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,259,555 | 2,457 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $2,623,975 | 3,551 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,773,359 | 3,390 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $2,406,049 | 3,391 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,987,566 | 3,488 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,737,196 | 3,508 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||