Independent Advisor Alliance

Position in ISRG — Intuitive Surgical Inc

CIK 1696899 CHARLOTTE, NC

Back to ISRG Full portfolio

Position in ISRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,961,356

-$409,514 QoQ

Shares Held

4,932

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#912

of 2,223 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in ISRG Over Time

Shares Held

Position Value (USD)

Derivatives in ISRG

reported options exposure · as of Jun 30, 2020

CallValue

$569

CallShares

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Instruments & Supplies

Healthcare · as of Jun 30, 2026

Independent Advisor Alliance holds $4,911,103 across 5 Medical Instruments & Supplies names. ISRG ranks #1 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	4,932	$1,961,356
2	ATR	Aptargroup, Inc.	8,086	$1,012,366
3	BDX	Becton Dickinson & Co	5,598	$847,145
4	WST	West Pharmaceutical Services Inc	2,038	$731,642
5	STXS	Stereotaxis, Inc.	208,485	$358,594

All Filings in ISRG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,961,356	4,932	-4.1%	Shares	Sole	2026-08-12
2026-03-31	$2,370,870	5,143	-58.8%	Shares	Sole	2026-05-12
2025-12-31	$7,065,340	12,475	-2.2%	Shares	Sole	2026-02-04
2025-09-30	$5,705,312	12,757	-6.4%	Shares	Sole	2025-11-04
2025-06-30	$7,405,047	13,627	+12.7%	Shares	Sole	2025-08-11
2025-03-31	$5,987,813	12,090	+1.2%	Shares	Sole	2025-05-12
2024-12-31	$6,235,334	11,946	+22.9%	Shares	Sole	2025-02-07
2024-09-30	$4,775,143	9,720	-0.3%	Shares	Sole	2024-11-13
2024-06-30	$4,336,397	9,748	+0.9%	Shares	Sole	2024-08-12
2024-03-31	$3,855,607	9,661	+0.1%	Shares	Sole	2024-05-08
2023-12-31	$3,254,511	9,647	-0.9%	Shares	Sole	2024-02-08
2023-09-30	$2,844,858	9,733	+4.2%	Shares	Sole	2023-10-24
2023-06-30	$3,193,377	9,339	+4.5%	Shares	Sole	2023-07-28
2023-03-31	$2,282,113	8,933	+15.9%	Shares	Sole	2023-05-12
2022-09-30	$1,445,162	7,710	-3.4%	Shares	Sole	2022-11-04
2022-06-30	$1,601,665	7,980	-6.3%	Shares	Sole	2022-08-04
2022-03-31	$2,568,201	8,513	+3.6%	Shares	Sole	2022-05-06
2021-12-31	$2,951,649	8,215	+245.9%	Shares	Sole	2022-02-11
2021-09-30	$2,361,106	2,375	-2.0%	Shares	Sole	2021-11-01
2021-06-30	$2,228,287	2,423	-2.4%	Shares	Sole	2021-08-12
2021-03-31	$1,834,787	2,483	-0.7%	Shares	Sole	2021-05-14
2020-12-31	$2,045,250	2,500	-0.2%	Shares	Sole	2021-02-11
2020-09-30	$1,777,397	2,505	-13.7%	Shares	Sole	2020-11-04
2020-06-30	$1,653,646	2,902	+35.6%	Shares	Sole	2020-08-06
2020-06-30	$569	1	—	Call	Sole	2020-08-06
2020-03-31	$1,059,749	2,140	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.