EXENCIAL WEALTH ADVISORS, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1576151 OKLAHOMA CITY, OK

Position in ISRG

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$10,213,694

-$2,950,777 QoQ

Shares Held

22,156

-4.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Healthcare · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $25,092,616 across 4 Medical Instruments & Supplies names. ISRG ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	22,156	$10,213,694
2	BDX	Becton Dickinson & Co	41,376	$6,505,548
3	COO	Cooper Companies, Inc.	87,985	$6,290,927
4	ALC	Alcon Inc	27,637	$2,082,447

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,213,694	22,156	-4.7%	Shares	Sole	2026-04-28
2025-12-31	$13,164,471	23,244	+2766.1%	Shares	Sole	2026-01-30
2025-09-30	$362,703	811	-0.9%	Shares	Sole	2025-10-27
2025-06-30	$444,509	818	+23.8%	Shares	Sole	2025-07-30
2025-03-31	$327,373	661	+3.1%	Shares	Sole	2025-05-09
2024-12-31	$334,576	641	+12.7%	Shares	Sole	2025-02-06
2024-09-30	$279,532	569	+8.2%	Shares	Sole	2024-10-31
2024-06-30	$233,991	526	-1.3%	Shares	Sole	2024-08-12
2024-03-31	$212,714	533	+39.9%	Shares	Sole	2024-05-10
2021-06-30	$350,382	381	0.0%	Shares	Sole	2021-08-16
2021-03-31	$281,536	381	0.0%	Shares	Sole	2021-05-06
2020-12-31	$311,696	381	-31.0%	Shares	Sole	2021-02-11
2020-09-30	$391,666	552	0.0%	Shares	Sole	2020-11-13
2020-06-30	$314,546	552	0.0%	Shares	Sole	2020-08-17
2020-03-31	$273,355	552	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.