Position in ISRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$662,137
+$105,262 QoQ
Shares Held
1,665
+37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,323
of 2,223 holders
Holding Since
Mar 2024
10 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, 2026Klingman & Associates, LLC holds $662,137 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
1,665 | $662,137 |
All Filings in ISRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,137 | 1,665 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $556,875 | 1,208 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $692,091 | 1,222 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $514,761 | 1,151 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $593,947 | 1,093 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $415,531 | 839 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $407,128 | 780 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $356,170 | 725 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $302,942 | 681 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $202,737 | 508 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||