Legacy Financial Advisors, Inc.

Position in ISRG — Intuitive Surgical Inc

CIK 1730810 COVINGTON, KY

Position in ISRG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$829,958

-$136,277 QoQ

Shares Held

2,087

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,215

of 2,223 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $829,958 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	2,087	$829,958

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$829,958	2,087	-0.4%	Shares	Sole	2026-08-05
2026-03-31	$966,235	2,096	-0.1%	Shares	Sole	2026-04-30
2025-12-31	$1,188,789	2,099	+0.4%	Shares	Sole	2026-02-04
2025-09-30	$935,157	2,091	-18.1%	Shares	Sole	2025-11-10
2025-06-30	$1,387,869	2,554	+12.8%	Shares	Sole	2025-08-07
2025-03-31	$1,121,291	2,264	-2.6%	Shares	Sole	2025-05-14
2024-12-31	$1,213,557	2,325	+11.4%	Shares	Sole	2025-02-13
2024-09-30	$1,025,771	2,088	+5.7%	Shares	Sole	2024-11-14
2024-06-30	$879,023	1,976	+5.4%	Shares	Sole	2024-08-13
2024-03-31	$748,293	1,875	+5.7%	Shares	Sole	2024-05-14
2023-12-31	$598,476	1,774	+13.9%	Shares	Sole	2024-02-13
2023-09-30	$455,387	1,558	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$532,058	1,556	+27.3%	Shares	Sole	2023-08-08
2023-03-31	$312,184	1,222	+25.8%	Shares	Sole	2023-05-03
2022-12-31	$257,654	971	+28.6%	Shares	Sole	2023-02-06
2022-03-31	$227,768	755	-10.4%	Shares	Sole	2022-05-04
2021-12-31	$302,889	843	+246.9%	Shares	Sole	2022-02-04
2021-09-30	$241,578	243	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.