Position in ISRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,209,045
-$324,791 QoQ
Shares Held
10,584
+7.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#698
of 2,223 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Synergy Asset Management, LLC holds $4,209,045 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
|
10,584 | $4,209,045 |
All Filings in ISRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,209,045 | 10,584 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,533,836 | 9,835 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,438,188 | 9,602 | Shares | Sole | 2026-01-13 | |
| 2024-12-31 | $15,658 | 30 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||