Position in ISRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$738,491
-$350,367 QoQ
Shares Held
1,857
-21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,275
of 2,222 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,248,918 across 6 Medical Instruments & Supplies names. ISRG ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
1,857 | $738,491 | |
| 2 | LMAT |
Lemaitre Vascular Inc
|
3,821 | $366,663 | |
| 3 | BDX |
Becton Dickinson & Co
|
2,262 | $342,308 | |
| 4 | BAX |
Baxter International Inc
|
14,795 | $315,429 | |
| 5 | ALC |
Alcon Inc
|
3,673 | $246,458 | |
| 6 | MMSI |
Merit Medical Systems Inc
|
3,455 | $239,569 |
All Filings in ISRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,491 | 1,857 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,088,858 | 2,362 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,314,521 | 2,321 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $453,938 | 1,015 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $535,802 | 986 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $610,172 | 1,232 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $671,762 | 1,287 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $624,895 | 1,272 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $581,863 | 1,308 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $542,762 | 1,360 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $452,399 | 1,341 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $253,415 | 867 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $344,333 | 1,007 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $284,082 | 1,112 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $289,496 | 1,091 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $215,930 | 1,152 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $533,286 | 2,657 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $928,872 | 3,079 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,132,154 | 3,151 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,016,021 | 1,022 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $943,550 | 1,026 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $810,617 | 1,097 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $866,367 | 1,059 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,000 | 1,057 | Shares | Defined | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||