EverSource Wealth Advisors, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1710537
BIRMINGHAM, AL
Position in ISRG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$958,851
-$108,732 QoQ
Shares Held
2,080
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $3,961,747 across 39 Medical Instruments & Supplies names. ISRG ranks #1 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
2,080 | $958,851 | |
| 2 | BDX |
Becton Dickinson & Co
|
4,192 | $659,100 | |
| 3 | COO |
Cooper Companies, Inc.
|
5,297 | $378,733 | |
| 4 | ALGN |
Align Technology Inc
|
1,752 | $300,337 | |
| 5 | RMD |
Resmed Inc
|
1,154 | $259,043 | |
| 6 | ALC |
Alcon Inc
|
2,852 | $214,894 | |
| 7 | ATR |
Aptargroup, Inc.
|
1,491 | $187,891 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
630 | $157,896 |
All Filings in ISRG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $958,851 | 2,080 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,067,583 | 1,885 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $681,129 | 1,523 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $950,964 | 1,750 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $665,639 | 1,344 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $631,566 | 1,210 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $510,917 | 1,040 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $514,688 | 1,157 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $349,599 | 876 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $288,103 | 854 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $231,491 | 792 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $239,698 | 701 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $187,768 | 735 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $195,561 | 737 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $174,317 | 930 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $149,126 | 743 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $163,508 | 542 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $128,269 | 357 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||