Position in ISRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$102,601
-$4,809 QoQ
Shares Held
258
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,964
of 2,231 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Advisors holds $1,660,430 across 9 Medical Instruments & Supplies names. ISRG ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMAT |
Lemaitre Vascular Inc
|
14,407 | $1,382,495 | |
| 2 | BDX |
Becton Dickinson & Co
|
697 | $105,477 | |
| 3 | ISRG |
Intuitive Surgical Inc
This page
|
258 | $102,601 | |
| 4 | SOLV |
Solventum Corp
|
387 | $29,857 | |
| 5 | RMD |
Resmed Inc
|
64 | $12,472 | |
| 6 | BAX |
Baxter International Inc
|
572 | $12,195 | |
| 7 | STAA |
Staar Surgical Co
|
300 | $8,607 | |
| 8 | ALC |
Alcon Inc
|
100 | $6,710 |
All Filings in ISRG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,601 | 258 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $107,410 | 233 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $125,165 | 221 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $70,215 | 157 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $79,881 | 147 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $50,517 | 102 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,043 | 2 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,142 | 41 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,238 | 41 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,748 | 57 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,710 | 11 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,630 | 9 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,077 | 9 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,299 | 9 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,653 | 10 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||