Position in ISRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,259,943
-$585,059 QoQ
Shares Held
10,712
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#694
of 2,223 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Merit Financial Group, LLC holds $14,080,434 across 14 Medical Instruments & Supplies names. ISRG ranks #1 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
10,712 | $4,259,943 | |
| 2 | BDX |
Becton Dickinson & Co
|
11,930 | $1,805,362 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
4,582 | $1,644,938 | |
| 4 | COO |
Cooper Companies, Inc.
|
20,145 | $1,444,594 | |
| 5 | ALGN |
Align Technology Inc
|
8,090 | $1,364,454 | |
| 6 | BAX |
Baxter International Inc
|
30,247 | $644,863 | |
| 7 | RMD |
Resmed Inc
|
3,000 | $584,636 | |
| 8 | NVST |
Envista Holdings Corp
|
21,643 | $570,289 |
All Filings in ISRG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,259,943 | 10,712 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $4,845,002 | 10,510 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $5,509,545 | 9,728 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,811,291 | 8,522 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,828,741 | 8,886 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,868,553 | 7,811 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,478,341 | 6,664 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,186,642 | 4,451 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,027,181 | 4,557 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,763,977 | 4,420 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $386,277 | 1,145 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,064,812 | 3,643 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,174,563 | 3,435 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $791,190 | 3,097 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $703,708 | 2,652 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $481,345 | 2,568 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $521,846 | 2,600 | Shares | Sole | 2022-08-08 | |
| 2020-03-31 | $471,935 | 953 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||