OneDigital Investment Advisors LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1690370
OVERLAND PARK, KS
Position in ISRG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,085,979
-$978,594 QoQ
Shares Held
4,525
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $4,570,111 across 7 Medical Instruments & Supplies names. ISRG ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
4,525 | $2,085,979 | |
| 2 | BDX |
Becton Dickinson & Co
|
8,278 | $1,301,549 | |
| 3 | COO |
Cooper Companies, Inc.
|
6,092 | $435,578 | |
| 4 | ALC |
Alcon Inc
|
4,059 | $305,845 | |
| 5 | SOLV |
Solventum Corp
|
4,328 | $282,618 | |
| 6 | AVTR |
Avantor, Inc.
|
12,565 | $98,509 | |
| 7 | OSUR |
Orasure Technologies Inc
|
20,011 | $60,033 |
All Filings in ISRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,085,979 | 4,525 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,064,573 | 5,411 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,363,163 | 5,284 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,183,921 | 20,581 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,694,019 | 15,535 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,801,736 | 14,947 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,285,042 | 14,829 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,076,742 | 22,652 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,992,814 | 25,039 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,238,058 | 21,455 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,900,826 | 16,767 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,800,495 | 14,039 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,644,535 | 14,266 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,066,384 | 11,556 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,391,554 | 7,424 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $204,237 | 677 | Shares | Sole | 2022-05-05 | |
| 2020-12-31 | $90,809 | 333 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||