Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,916,517
-$291,286 QoQ
Shares Held
12,363
+9.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#658
of 2,235 holders
Holding Since
Mar 2024
10 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, 2026Vest Financial, LLC holds $166,243,569 across 6 Medical Instruments & Supplies names. ISRG ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WST |
West Pharmaceutical Services Inc
|
182,581 | $65,546,579 | |
| 2 | BDX |
Becton Dickinson & Co
|
309,901 | $46,897,317 | |
| 3 | RMD |
Resmed Inc
|
204,403 | $39,834,056 | |
| 4 | LMAT |
Lemaitre Vascular Inc
|
76,862 | $7,375,677 | |
| 5 | ISRG |
Intuitive Surgical Inc
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|
12,363 | $4,916,517 | |
| 6 | ATR |
Aptargroup, Inc.
|
13,366 | $1,673,423 |
All Filings in ISRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,916,517 | 12,363 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,207,803 | 11,297 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,701,737 | 11,833 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,646,713 | 8,154 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,578,354 | 6,585 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,341,636 | 4,728 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,422,341 | 2,725 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,096,514 | 2,232 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $328,299 | 738 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $307,299 | 770 | Shares | Defined | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||