Sowell Financial Services LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in ISRG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,687,753

-$454,467 QoQ

Shares Held

4,244

-8.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#968

of 2,223 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Sowell Financial Services LLC holds $3,481,774 across 5 Medical Instruments & Supplies names. ISRG ranks #1 (48.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	4,244	$1,687,753
2	BAX	Baxter International Inc	44,398	$946,565
3	MMSI	Merit Medical Systems Inc	4,430	$307,176
4	BDX	Becton Dickinson & Co	1,962	$296,909
5	ALC	Alcon Inc	3,627	$243,371

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,687,753	4,244	-8.7%	Shares	Sole	2026-07-20
2026-03-31	$2,142,220	4,647	+1.7%	Shares	Sole	2026-04-20
2025-12-31	$2,588,265	4,570	+10.0%	Shares	Sole	2026-01-21
2025-09-30	$1,857,346	4,153	+17.5%	Shares	Sole	2025-10-17
2025-06-30	$1,919,867	3,533	-22.9%	Shares	Sole	2025-07-14
2025-03-31	$2,269,822	4,583	+246.9%	Shares	Sole	2025-04-17
2023-03-31	$337,475	1,321	+80.2%	Shares	Sole	2023-05-12
2021-03-31	$541,642	733	-16.8%	Shares	Sole	2021-05-07
2020-12-31	$720,746	881	-16.8%	Shares	Sole	2021-01-13
2020-09-30	$751,402	1,059	+33.0%	Shares	Sole	2020-11-12
2020-06-30	$453,584	796	+43.9%	Shares	Sole	2020-08-13
2020-03-31	$273,851	553	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.