Elwood & Goetz Wealth Advisory Group, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1752758
ATHENS, GA
Position in ISRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$233,040
-$46,319 QoQ
Shares Held
586
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,805
of 2,223 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $233,040 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
|
586 | $233,040 |
All Filings in ISRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,040 | 586 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $279,359 | 606 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $342,647 | 605 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $259,393 | 580 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $315,177 | 580 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $294,190 | 594 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $302,736 | 580 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $284,936 | 580 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||