Position in ISRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$508,235
-$162,044 QoQ
Shares Held
1,278
-12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,431
of 2,223 holders
Holding Since
Mar 2023
6 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, 2026CM WEALTH ADVISORS LLC holds $908,254 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
1,278 | $508,235 | |
| 2 | BLFS |
Biolife Solutions Inc
|
14,165 | $400,019 |
All Filings in ISRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,235 | 1,278 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $670,279 | 1,454 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $823,487 | 1,454 | Shares | Sole | 2026-01-26 | |
| 2024-03-31 | $828,510 | 2,076 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $796,378 | 2,329 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,307 | 17,993 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||