Position in ISRG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$112,941
-$22,590 QoQ
Shares Held
284
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,947
of 2,223 holders
Holding Since
Dec 2020
23 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, 2026JFS WEALTH ADVISORS, LLC holds $201,992 across 21 Medical Instruments & Supplies names. ISRG ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
284 | $112,941 | |
| 2 | BDX |
Becton Dickinson & Co
|
169 | $25,574 | |
| 3 | RMD |
Resmed Inc
|
63 | $12,277 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
33 | $11,847 | |
| 5 | COO |
Cooper Companies, Inc.
|
83 | $5,951 | |
| 6 | ATR |
Aptargroup, Inc.
|
41 | $5,133 | |
| 7 | NVST |
Envista Holdings Corp
|
182 | $4,795 | |
| 8 | ALC |
Alcon Inc
|
56 | $3,757 |
All Filings in ISRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,941 | 284 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $135,531 | 294 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $101,378 | 179 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $65,742 | 147 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $79,881 | 147 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $75,281 | 152 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $77,772 | 149 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $73,199 | 149 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $62,723 | 141 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $89,795 | 225 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $59,038 | 175 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $32,444 | 111 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $37,955 | 111 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $28,357 | 111 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $28,923 | 109 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,618 | 110 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $37,733 | 188 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $31,073 | 103 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $15,090 | 42 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $13,918 | 14 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $12,874 | 14 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $10,345 | 14 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $11,453 | 14 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||