Position in ISRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$277,182
-$44,128 QoQ
Shares Held
697
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,730
of 2,231 holders
Holding Since
Jun 2024
5 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, 2026IBEX WEALTH ADVISORS holds $277,182 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
|
697 | $277,182 |
All Filings in ISRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,182 | 697 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $321,310 | 697 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $313,508 | 701 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $764,034 | 1,406 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $23,577 | 53 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||