Modera Wealth Management, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1542143 WESTWOOD, NJ

Position in ISRG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$588,168

-$15,728 QoQ

Shares Held

1,479

+12.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,378

of 2,231 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Modera Wealth Management, LLC holds $4,889,182 across 5 Medical Instruments & Supplies names. ISRG ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALGN	Align Technology Inc	14,463	$2,439,329
2	AVTR	Avantor, Inc.	70,816	$701,078
3	WST	West Pharmaceutical Services Inc	1,755	$630,045
4	ISRG	Intuitive Surgical Inc This page	1,479	$588,168
5	BDX	Becton Dickinson & Co	3,506	$530,562

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$588,168	1,479	+12.9%	Shares	Sole	2026-08-03
2026-03-31	$603,896	1,310	-2.2%	Shares	Sole	2026-05-06
2025-12-31	$758,356	1,339	+1.4%	Shares	Sole	2026-01-21
2025-09-30	$590,790	1,321	-1.6%	Shares	Sole	2025-10-31
2025-06-30	$729,256	1,342	-13.6%	Shares	Sole	2025-08-06
2025-03-31	$769,649	1,554	+3.1%	Shares	Sole	2025-05-08
2024-12-31	$787,115	1,508	+2.0%	Shares	Sole	2025-02-06
2024-09-30	$726,097	1,478	-14.4%	Shares	Sole	2024-10-24
2024-06-30	$767,811	1,726	-0.7%	Shares	Sole	2024-07-29
2024-03-31	$694,017	1,739	+2.1%	Shares	Sole	2024-05-14
2023-12-31	$574,524	1,703	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$501,277	1,715	+2.0%	Shares	Sole	2023-11-30
2023-06-30	$574,801	1,681	+3.6%	Shares	Sole	2023-08-07
2023-03-31	$414,627	1,623	+1.2%	Shares	Sole	2023-05-05
2022-12-31	$425,356	1,603	-7.8%	Shares	Sole	2023-02-07
2022-09-30	$325,958	1,739	+2.4%	Shares	Sole	2022-11-01
2022-06-30	$340,805	1,698	-0.2%	Shares	Sole	2022-07-27
2022-03-31	$513,157	1,701	-37.9%	Shares	Sole	2022-05-03
2021-12-31	$984,122	2,739	+381.4%	Shares	Sole	2022-02-04
2021-09-30	$565,671	569	+0.5%	Shares	Sole	2021-11-04
2021-06-30	$520,516	566	0.0%	Shares	Sole	2021-08-02
2021-03-31	$418,239	566	0.0%	Shares	Sole	2021-04-29
2020-12-31	$463,044	566	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.