Position in ISRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,615,773
-$125,385 QoQ
Shares Held
4,063
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#991
of 2,223 holders
Holding Since
Jun 2020
24 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, 2026Heritage Trust Co holds $1,615,773 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
|
4,063 | $1,615,773 |
All Filings in ISRG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,773 | 4,063 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,741,158 | 3,777 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,553,524 | 2,743 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,267,449 | 2,834 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,409,061 | 2,593 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,140,606 | 2,303 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $917,083 | 1,757 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $734,447 | 1,651 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $669,673 | 1,678 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $585,993 | 1,737 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $502,446 | 1,719 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $615,832 | 1,801 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $460,100 | 1,801 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $594,118 | 2,239 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $427,549 | 2,281 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $437,748 | 2,181 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $653,438 | 2,166 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $783,633 | 2,181 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $722,746 | 727 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $668,578 | 727 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $537,209 | 727 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $617,665 | 755 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $535,702 | 755 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $417,115 | 732 | Shares | Other | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||