Annex Advisory Services, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1542287 BROOKFIELD, WI

Position in ISRG

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$30,514,311

-$5,813,718 QoQ

Shares Held

66,193

+3.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Annex Advisory Services, LLC holds $58,252,872 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	66,193	$30,514,311
2	LMAT	Lemaitre Vascular Inc	250,610	$27,359,093
3	WST	West Pharmaceutical Services Inc	1,514	$379,468

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,514,311	66,193	+3.2%	Shares	Sole	2026-04-16
2025-12-31	$36,328,029	64,143	+5.1%	Shares	Sole	2026-01-26
2025-09-30	$27,303,838	61,051	+7.8%	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.