LVW Advisors, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1576053 PITTSFORD, NY

Position in ISRG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$742,468

-$169,831 QoQ

Shares Held

1,867

-5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,272

of 2,223 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

LVW Advisors, LLC holds $975,525 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (76.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	1,867	$742,468
2	COO	Cooper Companies, Inc.	3,250	$233,057

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$742,468	1,867	-5.7%	Shares	Sole	2026-07-15
2026-03-31	$912,299	1,979	+7.4%	Shares	Sole	2026-04-20
2025-12-31	$1,043,235	1,842	+14.6%	Shares	Sole	2026-01-14
2025-09-30	$718,698	1,607	-7.4%	Shares	Sole	2025-10-20
2025-06-30	$943,359	1,736	+12.1%	Shares	Sole	2025-07-17
2025-03-31	$767,173	1,549	+7.0%	Shares	Sole	2025-04-09
2024-12-31	$755,798	1,448	+1.3%	Shares	Sole	2025-01-16
2024-09-30	$702,024	1,429	+8.3%	Shares	Sole	2024-10-09
2024-06-30	$587,202	1,320	+9.9%	Shares	Sole	2024-07-15
2024-03-31	$479,307	1,201	+13.3%	Shares	Sole	2024-04-18
2023-12-31	$357,601	1,060	+39.1%	Shares	Sole	2024-01-16
2023-09-30	$222,724	762	+23.9%	Shares	Sole	2023-10-11
2023-06-30	$210,293	615	-31.2%	Shares	Sole	2023-07-14
2023-03-31	$228,390	894	+0.7%	Shares	Sole	2023-05-03
2022-12-31	$235,630	888	-20.1%	Shares	Sole	2023-01-19
2022-03-31	$335,468	1,112	+8.7%	Shares	Sole	2022-05-02
2021-12-31	$367,563	1,023	+157.0%	Shares	Sole	2022-01-26
2021-09-30	$395,671	398	+17.8%	Shares	Sole	2021-11-02
2021-06-30	$310,838	338	+14.6%	Shares	Sole	2021-07-15
2021-03-31	$217,987	295	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.