Position in ISRG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$36,166,212
+$5,651,901 QoQ
Shares Held
90,943
+37.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#276
of 2,222 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Annex Advisory Services, LLC holds $59,988,569 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
90,943 | $36,166,212 | |
| 2 | LMAT |
Lemaitre Vascular Inc
|
248,253 | $23,822,357 |
All Filings in ISRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,166,212 | 90,943 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $30,514,311 | 66,193 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $36,328,029 | 64,143 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $27,303,838 | 61,051 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $30,772,221 | 56,628 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||