Position in ISRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,262,926
-$2,561,354 QoQ
Shares Held
25,807
-7.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#513
of 2,231 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Allworth Financial LP holds $16,033,220 across 34 Medical Instruments & Supplies names. ISRG ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
25,807 | $10,262,926 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,164 | $2,294,768 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,098 | $638,269 | |
| 4 | ALGN |
Align Technology Inc
|
3,393 | $572,263 | |
| 5 | SOLV |
Solventum Corp
|
5,018 | $387,138 | |
| 6 | COO |
Cooper Companies, Inc.
|
4,453 | $319,324 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
870 | $312,330 | |
| 8 | RMD |
Resmed Inc
|
1,286 | $250,615 |
All Filings in ISRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,262,926 | 25,807 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,824,280 | 27,819 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,168,819 | 26,783 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,806,424 | 26,399 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $14,469,921 | 26,628 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,100,090 | 18,374 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,931,553 | 11,364 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,109,964 | 8,366 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,948,488 | 8,876 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,477,669 | 8,714 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,175,971 | 6,450 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,051,291 | 7,018 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,274,242 | 6,651 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,738,984 | 6,807 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,839,671 | 6,933 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,203,927 | 6,423 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,260,458 | 6,280 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,899,075 | 6,295 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $98,807 | 275 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $34,795 | 35 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $22,168 | 30 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $24,543 | 30 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $21,286 | 30 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $17,094 | 30 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||