Valeo Financial Advisors, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1722641 CARMEL, IN

Back to ISRG Full portfolio

Position in ISRG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,023,628

-$549,730 QoQ

Shares Held

2,574

-24.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,138

of 2,221 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ISRG Over Time

Shares Held

Position Value (USD)

Derivatives in ISRG

reported options exposure · as of Sep 30, 2021

CallValue

CallShares

PutValue

$3,479,522

PutShares

10,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Instruments & Supplies

Healthcare · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $1,500,750 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	2,574	$1,023,628
2	ALGN	Align Technology Inc	1,623	$273,735
3	BDX	Becton Dickinson & Co	1,344	$203,387

All Filings in ISRG

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,023,628	2,574	-24.6%	Shares	Sole	2026-07-08
2026-03-31	$1,573,358	3,413	-30.9%	Shares	Sole	2026-05-08
2025-12-31	$2,798,384	4,941	+0.4%	Shares	Sole	2026-02-04
2025-09-30	$2,200,371	4,920	+15.8%	Shares	Sole	2025-11-03
2025-03-31	$2,104,897	4,250	+1.4%	Shares	Sole	2025-04-30
2024-12-31	$2,188,578	4,193	+1.8%	Shares	Sole	2025-01-30
2024-09-30	$2,023,541	4,119	+13.2%	Shares	Sole	2024-10-10
2024-06-30	$1,618,809	3,639	+23.4%	Shares	Sole	2024-07-10
2023-12-31	$994,874	2,949	-15.5%	Shares	Sole	2024-01-29
2023-09-30	$1,020,676	3,492	+19.4%	Shares	Sole	2023-10-20
2023-06-30	$1,000,174	2,925	-25.1%	Shares	Sole	2023-07-14
2023-03-31	$997,610	3,905	-27.6%	Shares	Sole	2023-04-17
2022-12-31	$1,431,563	5,395	+1.9%	Shares	Sole	2023-02-09
2022-09-30	$992,494	5,295	+315.6%	Shares	Sole	2022-10-31
2022-03-31	$384,340	1,274	+23.6%	Shares	Sole	2022-04-28
2021-12-31	$370,438	1,031	+658.1%	Shares	Sole	2022-01-07
2021-09-30	$135,204	136	+36.0%	Shares	Sole	2021-11-02
2021-09-30	$3,479,522	3,500	—	Put	Sole	2021-11-02
2021-03-31	$73,893	100	-13.8%	Shares	Sole	2021-04-12
2020-12-31	$94,899	116	-40.5%	Shares	Sole	2021-02-11
2020-09-30	$138,360	195	-36.7%	Shares	Sole	2020-10-28
2020-06-30	$175,507	308	+48.1%	Shares	Sole	2020-07-20
2020-03-31	$103,003	208	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.