Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,311,346
-$906,722 QoQ
Shares Held
18,385
+3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#575
of 2,231 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Waverly Advisors, LLC holds $20,694,870 across 10 Medical Instruments & Supplies names. ISRG ranks #1 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
18,385 | $7,311,346 | |
| 2 | RGEN |
Repligen Corp
|
32,751 | $4,468,546 | |
| 3 | ATR |
Aptargroup, Inc.
|
29,751 | $3,724,825 | |
| 4 | TFX |
Teleflex Inc
|
16,283 | $2,064,033 | |
| 5 | BDX |
Becton Dickinson & Co
|
7,972 | $1,206,401 | |
| 6 | COO |
Cooper Companies, Inc.
|
6,692 | $479,883 | |
| 7 | ALC |
Alcon Inc
|
6,649 | $446,147 | |
| 8 | BAX |
Baxter International Inc
|
18,763 | $400,027 |
All Filings in ISRG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,311,346 | 18,385 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,218,068 | 17,827 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,130,481 | 17,887 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,296,551 | 14,079 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,767,628 | 12,454 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,991,281 | 12,097 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,158,606 | 11,799 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,782,513 | 9,735 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,511,668 | 10,142 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,018,477 | 2,552 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $677,418 | 2,008 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $453,633 | 1,552 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $530,690 | 1,552 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $399,043 | 1,562 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $414,476 | 1,562 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $288,470 | 1,539 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $240,137 | 796 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $274,864 | 765 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $694,910 | 699 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $214,276 | 233 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||