BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in ISRG — Intuitive Surgical Inc
CIK 1654599
MORRISTOWN, NJ
Position in ISRG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$14,565,427
-$3,192,368 QoQ
Shares Held
36,626
-4.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#435
of 2,223 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $16,654,785 across 7 Medical Instruments & Supplies names. ISRG ranks #1 (87.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
36,626 | $14,565,427 | |
| 2 | COO |
Cooper Companies, Inc.
|
11,888 | $852,488 | |
| 3 | SOLV |
Solventum Corp
|
8,327 | $642,428 | |
| 4 | ALGN |
Align Technology Inc
|
3,081 | $519,641 | |
| 5 | BDX |
Becton Dickinson & Co
|
421 | $63,709 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
23 | $8,257 | |
| 7 | BAX |
Baxter International Inc
|
133 | $2,835 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,565,427 | 36,626 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $17,757,795 | 38,521 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $31,122,048 | 54,951 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $25,703,649 | 57,473 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $32,221,495 | 59,295 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $31,579,901 | 63,763 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $36,512,667 | 69,953 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $34,999,548 | 71,243 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,648,408 | 71,144 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,197,304 | 70,654 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $16,696,283 | 49,491 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,856,223 | 50,827 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $12,146,392 | 35,522 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,118,687 | 16,122 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,505,804 | 13,212 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,535,126 | 13,525 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,284,343 | 6,399 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,176,853 | 3,901 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $871,661 | 2,426 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $803,273 | 808 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $750,426 | 816 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $526,125 | 712 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $576,760 | 705 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $557,698 | 786 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $452,444 | 794 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $252,557 | 510 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||