Capital Asset Advisory Services LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1666024
Williamston, MI
Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,933,850
+$143,591 QoQ
Shares Held
9,892
+20.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#717
of 2,223 holders
Holding Since
Mar 2020
26 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, 2026Capital Asset Advisory Services LLC holds $4,136,645 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
9,892 | $3,933,850 | |
| 2 | COO |
Cooper Companies, Inc.
|
2,828 | $202,795 |
All Filings in ISRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,933,850 | 9,892 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,790,259 | 8,222 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,556,366 | 8,045 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,551,453 | 7,941 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $3,944,613 | 7,259 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $3,371,302 | 6,807 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,343,675 | 6,406 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,182,938 | 6,479 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,840,367 | 6,385 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,414,893 | 6,051 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,921,265 | 5,695 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,621,332 | 5,547 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,683,028 | 4,922 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,219,613 | 4,774 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,216,364 | 4,584 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $726,142 | 3,874 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $757,880 | 3,776 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,190,730 | 3,947 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,521,635 | 4,235 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,389,821 | 1,398 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,305,888 | 1,420 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $988,701 | 1,338 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $912,999 | 1,116 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $791,136 | 1,115 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $635,360 | 1,115 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $552,159 | 1,115 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||