Position in ISRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$371,830
-$141,251 QoQ
Shares Held
935
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,572
of 2,223 holders
Holding Since
Sep 2021
14 quarters on record
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $371,830 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
935 | $371,830 |
All Filings in ISRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,830 | 935 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $513,081 | 1,113 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $628,093 | 1,109 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $461,541 | 1,032 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $597,207 | 1,099 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $525,481 | 1,061 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $599,210 | 1,148 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $567,416 | 1,155 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $429,725 | 966 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $364,768 | 914 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $308,347 | 914 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $265,107 | 907 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $361,430 | 1,057 | Shares | Sole | 2023-07-20 | |
| 2021-09-30 | $418,537 | 421 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||