Aptus Capital Advisors, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1664193 FAIRHOPE, AL

Position in ISRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$17,823,619

-$9,912,304 QoQ

Shares Held

44,819

-25.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#398

of 2,223 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Healthcare · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $27,431,346 across 4 Medical Instruments & Supplies names. ISRG ranks #1 (65.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	44,819	$17,823,619
2	ATR	Aptargroup, Inc.	64,719	$8,102,818
3	BDX	Becton Dickinson & Co	8,536	$1,291,752
4	BAX	Baxter International Inc	9,998	$213,157

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,823,619	44,819	-25.5%	Shares	Sole	2026-08-12
2026-03-31	$27,735,923	60,166	-1.1%	Shares	Other	2026-05-11
2025-12-31	$34,459,607	60,844	+4.9%	Shares	Sole	2026-02-13
2025-09-30	$25,951,862	58,028	+8.7%	Shares	Sole	2025-11-12
2025-06-30	$29,006,681	53,379	+12.1%	Shares	Sole	2025-08-11
2025-03-31	$23,578,813	47,608	+9.4%	Shares	Sole	2025-05-13
2024-12-31	$22,714,132	43,517	+44.3%	Shares	Sole	2025-02-14
2024-09-30	$14,811,789	30,150	+17.7%	Shares	Sole	2024-11-05
2024-06-30	$11,391,273	25,607	+352.7%	Shares	Sole	2024-07-31
2024-03-31	$2,257,651	5,657	+16.1%	Shares	Sole	2024-05-15
2023-12-31	$1,643,617	4,872	-56.9%	Shares	Sole	2024-02-13
2023-09-30	$3,303,461	11,302	+11.2%	Shares	Sole	2023-11-08
2023-06-30	$3,476,503	10,167	+1.4%	Shares	Sole	2023-08-11
2023-03-31	$2,561,086	10,025	+294.2%	Shares	Sole	2023-05-09
2022-12-31	$674,784	2,543	-81.8%	Shares	Sole	2023-02-13
2022-09-30	$2,614,225	13,947	-12.2%	Shares	Sole	2022-11-02
2022-06-30	$3,186,873	15,878	-4.3%	Shares	Sole	2022-07-29
2022-03-31	$5,003,061	16,584	+20.6%	Shares	Sole	2022-05-04
2021-12-31	$4,942,530	13,756	+190.1%	Shares	Sole	2022-02-02
2021-09-30	$4,714,258	4,742	-2.5%	Shares	Sole	2021-10-27
2021-06-30	$4,471,290	4,862	0.0%	Shares	Sole	2021-07-27
2021-03-31	$3,592,725	4,862	-18.6%	Shares	Sole	2021-05-06
2020-12-31	$4,886,511	5,973	+7.7%	Shares	Sole	2021-02-10
2020-09-30	$3,934,398	5,545	+27.9%	Shares	Sole	2020-10-19
2020-06-30	$2,469,642	4,334	+782.7%	Shares	Sole	2020-07-22
2020-03-31	$243,148	491	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.