Heritage Wealth Advisors

Position in ISRG — Intuitive Surgical Inc

CIK 1591122 RICHMOND, VA

Position in ISRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$707,870

-$163,401 QoQ

Shares Held

1,780

-5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,299

of 2,231 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Heritage Wealth Advisors holds $762,757 across 6 Medical Instruments & Supplies names. ISRG ranks #1 (92.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	1,780	$707,870
2	SOLV	Solventum Corp	386	$29,779
3	WST	West Pharmaceutical Services Inc	41	$14,719
4	BAX	Baxter International Inc	320	$6,822
5	BDX	Becton Dickinson & Co	12	$1,815
6	ATR	Aptargroup, Inc.	14	$1,752

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,870	1,780	-5.8%	Shares	Sole	2026-08-14
2026-03-31	$871,271	1,890	+11.0%	Shares	Sole	2026-05-14
2025-12-31	$963,944	1,702	0.0%	Shares	Sole	2026-02-13
2025-09-30	$761,185	1,702	-6.0%	Shares	Sole	2025-11-13
2025-06-30	$984,115	1,811	-2.7%	Shares	Sole	2025-08-11
2025-03-31	$921,697	1,861	-0.3%	Shares	Sole	2025-05-08
2024-12-31	$973,977	1,866	-3.9%	Shares	Sole	2025-02-12
2024-09-30	$954,046	1,942	-2.5%	Shares	Sole	2024-11-12
2024-06-30	$886,141	1,992	0.0%	Shares	Sole	2024-12-12
2024-03-31	$794,987	1,992	0.0%	Shares	Sole	2024-12-12
2023-12-31	$672,021	1,992	-5.8%	Shares	Sole	2024-12-12
2023-09-30	$618,193	2,115	-10.9%	Shares	Sole	2024-12-12
2023-06-30	$811,423	2,373	+0.5%	Shares	Sole	2024-12-12
2023-03-31	$603,164	2,361	0.0%	Shares	Sole	2023-05-04
2022-12-31	$626,491	2,361	-22.7%	Shares	Sole	2024-12-12
2022-09-30	$572,629	3,055	+74.0%	Shares	Sole	2024-12-12
2022-06-30	$352,446	1,756	+46.3%	Shares	Sole	2022-08-04
2022-03-31	$362,016	1,200	0.0%	Shares	Sole	2022-05-11
2021-12-31	$431,160	1,200	+242.9%	Shares	Sole	2022-03-28
2021-09-30	$347,952	350	0.0%	Shares	Sole	2021-11-02
2021-06-30	$321,874	350	0.0%	Shares	Sole	2021-08-09
2021-03-31	$258,628	350	0.0%	Shares	Sole	2021-04-27
2020-12-31	$286,335	350	0.0%	Shares	Sole	2021-02-01
2020-09-30	$248,338	350	0.0%	Shares	Sole	2020-11-03
2020-06-30	$199,440	350	0.0%	Shares	Sole	2020-07-17
2020-03-31	$173,323	350	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.