OneDigital Investment Advisors LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1690370
OVERLAND PARK, KS
Position in ISRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,453,918
-$632,061 QoQ
Shares Held
3,656
-19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,031
of 2,235 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $6,060,023 across 9 Medical Instruments & Supplies names. ISRG ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
3,656 | $1,453,918 | |
| 2 | AVTR |
Avantor, Inc.
|
142,922 | $1,414,927 | |
| 3 | BDX |
Becton Dickinson & Co
|
8,473 | $1,282,219 | |
| 4 | NVST |
Envista Holdings Corp
|
24,863 | $655,140 | |
| 5 | COO |
Cooper Companies, Inc.
|
5,718 | $410,037 | |
| 6 | SOLV |
Solventum Corp
|
4,407 | $340,000 | |
| 7 | ALC |
Alcon Inc
|
3,922 | $263,166 | |
| 8 | ANGO |
Angiodynamics Inc
|
11,476 | $149,302 |
All Filings in ISRG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,453,918 | 3,656 | Shares | Sole | 2026-08-07 | |
| 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 | $272,427 | 333 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||