Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,341,772
-$150,452 QoQ
Shares Held
3,374
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,053
of 2,223 holders
Holding Since
Mar 2024
9 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, 2026Legacy Advisors, LLC holds $1,760,956 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
3,374 | $1,341,772 | |
| 2 | BDX |
Becton Dickinson & Co
|
2,770 | $419,184 |
All Filings in ISRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,341,772 | 3,374 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,492,224 | 3,237 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,833,873 | 3,238 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,368,971 | 3,061 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $2,091,525 | 4,223 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,529,418 | 4,846 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,138,989 | 4,354 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $396,361 | 891 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $454,962 | 1,140 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||