Steward Partners Investment Advisory, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1723397 STAMFORD, CT

Back to ISRG Full portfolio

Position in ISRG

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$14,133,492

+$4,036,993 QoQ

Shares Held

30,659

+72.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in ISRG Over Time

Shares Held

Position Value (USD)

Position in Medical Instruments & Supplies

Healthcare · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $24,062,290 across 27 Medical Instruments & Supplies names. ISRG ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	30,659	$14,133,492
2	BDX	Becton Dickinson & Co	47,788	$7,513,707
3	WRBY	Warby Parker Inc.	17,729	$373,550
4	HOLX	HOLOGIC INC	3,634	$274,694
5	BAX	Baxter International Inc	13,621	$228,832
6	RMD	Resmed Inc	900	$202,032
7	ALC	Alcon Inc	2,216	$166,975
8	SOLV	Solventum Corp	2,410	$157,373

All Filings in ISRG

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,133,492	30,659	+72.0%	Shares	Sole	2026-05-08
2025-12-31	$10,096,499	17,827	+10.2%	Shares	Sole	2026-02-12
2025-09-30	$7,232,603	16,172	-5.0%	Shares	Sole	2025-11-12
2025-06-30	$9,246,121	17,015	-0.4%	Shares	Sole	2025-08-12
2025-03-31	$8,462,678	17,087	+17.6%	Shares	Sole	2025-05-13
2024-12-31	$7,581,469	14,525	+17.7%	Shares	Sole	2025-02-06
2024-09-30	$6,063,745	12,343	+3.5%	Shares	Sole	2024-11-14
2024-06-30	$5,303,501	11,922	+13.3%	Shares	Sole	2024-08-08
2024-03-31	$4,201,220	10,527	+11.2%	Shares	Sole	2024-05-15
2023-12-31	$3,192,437	9,463	+20.9%	Shares	Sole	2024-02-12
2023-09-30	$2,287,753	7,827	+18.9%	Shares	Sole	2023-11-13
2023-06-30	$2,250,649	6,582	+3.1%	Shares	Sole	2023-08-14
2023-03-31	$1,630,920	6,384	+1.6%	Shares	Sole	2023-05-15
2022-12-31	$1,667,724	6,285	+2.8%	Shares	Sole	2023-02-15
2022-09-30	$1,145,445	6,111	-35.6%	Shares	Sole	2022-11-10
2022-06-30	$1,903,132	9,482	-73.9%	Shares	Sole	2022-08-04
2022-03-31	$10,961,542	36,335	+12.5%	Shares	Sole	2022-05-02
2021-12-31	$11,601,078	32,288	+333.6%	Shares	Sole	2022-02-08
2021-09-30	$2,467,480	7,446	+12.6%	Shares	Sole	2021-11-12
2021-06-30	$2,027,499	6,614	+31.0%	Shares	Sole	2021-08-13
2021-03-31	$1,243,635	5,049	+94.7%	Shares	Sole	2021-05-17
2020-12-31	$707,111	2,593	+49.1%	Shares	Sole	2021-02-11
2020-09-30	$411,296	1,739	+2.4%	Shares	Sole	2020-10-30
2020-06-30	$322,713	1,699	+42.3%	Shares	Sole	2020-08-06
2020-03-31	$197,093	1,194	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.