Avior Wealth Management, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1599868 OMAHA, NE

Position in ISRG

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$705,882

-$115,602 QoQ

Shares Held

1,775

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,301

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

Avior Wealth Management, LLC holds $2,533,930 across 4 Medical Instruments & Supplies names. ISRG ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BDX	Becton Dickinson & Co	5,801	$877,865
2	ISRG	Intuitive Surgical Inc This page	1,775	$705,882
3	WST	West Pharmaceutical Services Inc	1,729	$620,711
4	XRAY	DENTSPLY SIRONA Inc.	31,053	$329,472

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$705,882	1,775	-0.4%	Shares	Sole	2026-07-07
2026-03-31	$821,484	1,782	-4.6%	Shares	Sole	2026-04-09
2025-12-31	$1,057,960	1,868	+8.4%	Shares	Sole	2026-01-06
2025-09-30	$770,577	1,723	+1.4%	Shares	Sole	2025-11-14
2025-06-30	$923,797	1,700	+29.0%	Shares	Sole	2025-07-17
2025-03-31	$652,765	1,318	-22.5%	Shares	Sole	2025-04-21
2024-12-31	$887,331	1,700	-3.9%	Shares	Other	2025-01-17
2024-09-30	$869,055	1,769	-6.6%	Shares	Other	2024-11-08
2024-06-30	$842,990	1,895	-16.5%	Shares	Other	2024-08-13
2024-03-31	$905,534	2,269	+32.1%	Shares	Other	2024-04-30
2023-12-31	$579,583	1,718	0.0%	Shares	Other	2024-01-30
2023-09-30	$502,153	1,718	0.0%	Shares	Other	2023-10-17
2023-06-30	$587,452	1,718	0.0%	Shares	Other	2023-07-19
2023-03-31	$438,897	1,718	+1.2%	Shares	Other	2023-05-10
2022-12-31	$450,298	1,697	0.0%	Shares	Other	2023-02-14
2022-09-30	$318,085	1,697	+12.8%	Shares	Other	2022-10-26
2022-06-30	$301,867	1,504	-0.4%	Shares	Other	2022-08-10
2022-03-31	$455,536	1,510	-18.4%	Shares	Other	2022-05-13
2021-12-31	$665,063	1,851	+195.2%	Shares	Other	2022-02-14
2021-09-30	$623,331	627	+3.5%	Shares	Other	2021-11-02
2021-06-30	$557,301	606	-14.4%	Shares	Other	2021-07-27
2021-03-31	$523,169	708	0.0%	Shares	Other	2021-05-11
2020-12-31	$579,214	708	+0.1%	Shares	Other	2021-02-09
2020-09-30	$501,643	707	+21.7%	Shares	Sole	2020-10-20
2020-06-30	$331,070	581	+318.0%	Shares	Sole	2020-07-02
2020-03-31	$68,833	139	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.