HHM Wealth Advisors, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1750086 CHATTANOOGA, TN

Position in ISRG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$89,478

-$4,563 QoQ

Shares Held

225

+10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,968

of 2,223 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

HHM Wealth Advisors, LLC holds $123,804 across 7 Medical Instruments & Supplies names. ISRG ranks #1 (72.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	225	$89,478
2	RMD	Resmed Inc	50	$9,744
3	BDX	Becton Dickinson & Co	62	$9,382
4	SOLV	Solventum Corp	80	$6,172
5	BAX	Baxter International Inc	200	$4,264
6	RGEN	Repligen Corp	30	$4,093
7	LMAT	Lemaitre Vascular Inc	7	$671

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,478	225	+10.3%	Shares	Sole	2026-07-13
2026-03-31	$94,041	204	+32.5%	Shares	Sole	2026-04-17
2025-12-31	$87,219	154	0.0%	Shares	Sole	2026-01-22
2025-09-30	$68,873	154	-8.9%	Shares	Sole	2025-10-29
2025-06-30	$91,836	169	-21.0%	Shares	Sole	2025-08-11
2025-03-31	$105,987	214	+26.6%	Shares	Sole	2025-05-08
2024-12-31	$88,211	169	+9.7%	Shares	Sole	2025-01-24
2024-09-30	$75,655	154	+10.8%	Shares	Sole	2024-11-12
2024-06-30	$61,834	139	0.0%	Shares	Sole	2024-08-07
2024-03-31	$55,473	139	+256.4%	Shares	Sole	2024-05-14
2023-12-31	$13,157	39	0.0%	Shares	Sole	2024-02-05
2023-09-30	$11,399	39	0.0%	Shares	Sole	2023-11-03
2023-06-30	$13,335	39	-60.6%	Shares	Sole	2023-08-14
2023-03-31	$25,291	99	+1314.3%	Shares	Sole	2023-05-02
2022-12-31	$1,857	7	-86.3%	Shares	Sole	2023-01-19
2022-03-31	$15,385	51	0.0%	Shares	Sole	2022-04-27
2021-12-31	$18,324	51	+325.0%	Shares	Sole	2022-02-03
2021-09-30	$11,929	12	0.0%	Shares	Sole	2021-11-02
2021-06-30	$11,035	12	—	Shares	Sole	2021-07-27
No filing history on record for this holder in this stock.