Patriot Financial Group Insurance Agency, LLC

Insurance

Position in ISRG — Intuitive Surgical Inc

CIK 1694883 Westborough, MA

Back to ISRG Full portfolio

Position in ISRG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,248,317

-$1,444,786 QoQ

Shares Held

3,139

-46.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,080

of 2,223 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ISRG Over Time

Shares Held

Position Value (USD)

Position in Medical Instruments & Supplies

Healthcare · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $5,395,639 across 3 Medical Instruments & Supplies names. ISRG ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BDX	Becton Dickinson & Co	23,042	$3,486,945
2	ISRG	Intuitive Surgical Inc This page	3,139	$1,248,317
3	COO	Cooper Companies, Inc.	9,209	$660,377

All Filings in ISRG

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,248,317	3,139	-46.3%	Shares	Sole	2026-07-16
2026-03-31	$2,693,103	5,842	+105.5%	Shares	Sole	2026-04-22
2025-12-31	$1,610,161	2,843	-12.5%	Shares	Sole	2026-01-26
2025-09-30	$1,452,603	3,248	+601.5%	Shares	Sole	2025-10-08
2025-06-30	$251,598	463	-31.2%	Shares	Sole	2025-07-21
2024-09-30	$330,624	673	-5.7%	Shares	Sole	2024-10-24
2024-06-30	$317,622	714	-2.6%	Shares	Sole	2024-07-26
2024-03-31	$292,532	733	+123.5%	Shares	Sole	2024-04-30
2022-06-30	$65,832	328	-1.5%	Shares	Sole	2022-07-29
2022-03-31	$100,459	333	-16.1%	Shares	Sole	2022-05-11
2021-12-31	$142,642	397	+230.8%	Shares	Sole	2022-01-10
2021-09-30	$119,297	120	0.0%	Shares	Sole	2021-11-24
2021-06-30	$110,356	120	-4.8%	Shares	Sole	2021-07-30
2021-03-31	$93,106	126	+6.8%	Shares	Sole	2021-04-29
2020-12-31	$96,535	118	0.0%	Shares	Sole	2021-01-15
2020-09-30	$83,725	118	+10.3%	Shares	Sole	2020-10-21
2020-06-30	$60,971	107	0.0%	Shares	Sole	2020-07-10
2020-03-31	$52,987	107	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.