Position in ISRG
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,532,358
-$1,260,903 QoQ
Shares Held
11,397
-9.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#677
of 2,223 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Derivatives in ISRG
reported options exposure · as of Mar 31, 2022CallValue
$1,000
CallShares
100
PutValue
$0
PutShares
0
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, 2026Beacon Pointe Advisors, LLC holds $7,484,110 across 6 Medical Instruments & Supplies names. ISRG ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
11,397 | $4,532,358 | |
| 2 | SOLV |
Solventum Corp
|
19,224 | $1,483,131 | |
| 3 | ALC |
Alcon Inc
|
8,015 | $537,806 | |
| 4 | BDX |
Becton Dickinson & Co
|
2,668 | $403,748 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
812 | $291,508 | |
| 6 | WRBY |
Warby Parker Inc.
|
7,764 | $235,559 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,532,358 | 11,397 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $5,793,261 | 12,567 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,147,828 | 5,558 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,681,584 | 3,760 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,360,990 | 6,185 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,058,342 | 4,156 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,775,783 | 5,318 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,936,546 | 8,013 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,446,697 | 7,748 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,384,682 | 8,481 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,142,171 | 9,314 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,871,749 | 9,825 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,511,549 | 7,345 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,913,470 | 7,490 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,161,541 | 8,146 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,485,274 | 7,924 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,578,383 | 7,864 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,845,213 | 12,746 | Shares | Sole | 2022-05-17 | |
| 2022-03-31 | $1,000 | 100 | Call | Sole | 2022-05-17 | |
| 2021-12-31 | $2,057,351 | 5,726 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,652,277 | 1,662 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,144,600 | 2,332 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $379,815 | 514 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,790,820 | 2,189 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $205,766 | 290 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $548,746 | 963 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||