Position in ISRG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$232,799
-$52,080 QoQ
Shares Held
505
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Evanson Asset Management, LLC holds $438,515 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
505 | $232,799 | |
| 2 | ALGN |
Align Technology Inc
|
1,200 | $205,716 |
All Filings in ISRG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,799 | 505 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $284,879 | 503 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $224,956 | 503 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $273,335 | 503 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||