Position in ISRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,824,280
-$2,344,539 QoQ
Shares Held
27,819
+3.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0.07908264136022143.ToString("F0")%
Shared 0.ToString("F0")%
None 99.92091735863978.ToString("F0")%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Allworth Financial LP holds $18,061,428 across 39 Medical Instruments & Supplies names. ISRG ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
27,819 | $12,824,280 | |
| 2 | BDX |
Becton Dickinson & Co
|
13,731 | $2,158,925 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,821 | $733,562 | |
| 4 | ALGN |
Align Technology Inc
|
3,292 | $564,347 | |
| 5 | COO |
Cooper Companies, Inc.
|
5,029 | $359,573 | |
| 6 | SOLV |
Solventum Corp
|
4,752 | $310,305 | |
| 7 | RMD |
Resmed Inc
|
1,016 | $228,071 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
848 | $212,542 |
All Filings in ISRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $11,598 | 35 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $7,389 | 30 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $8,181 | 30 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $7,095 | 30 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,698 | 30 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||