KMG FIDUCIARY PARTNERS, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1773205 TOLEDO, OH

Position in ISRG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$5,035,424

-$1,954,106 QoQ

Shares Held

12,662

-16.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#651

of 2,223 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $5,035,424 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	12,662	$5,035,424

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,035,424	12,662	-16.5%	Shares	Sole	2026-07-09
2026-03-31	$6,989,530	15,162	-1.1%	Shares	Sole	2026-04-13
2025-12-31	$8,680,599	15,327	-1.5%	Shares	Sole	2026-01-14
2025-09-30	$6,960,240	15,563	+7.6%	Shares	Sole	2025-10-10
2025-06-30	$7,860,425	14,465	+3.7%	Shares	Sole	2025-07-10
2025-03-31	$6,906,044	13,944	-2.1%	Shares	Sole	2025-04-14
2024-12-31	$7,437,408	14,249	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$6,989,789	14,228	+1.0%	Shares	Sole	2024-10-17
2024-06-30	$6,267,046	14,088	+0.9%	Shares	Sole	2024-07-18
2024-03-31	$5,574,489	13,968	+19.8%	Shares	Sole	2024-04-10
2023-12-31	$3,934,629	11,663	+5.5%	Shares	Sole	2024-01-10
2023-09-30	$3,231,850	11,057	+4.7%	Shares	Sole	2023-10-25
2023-06-30	$3,610,202	10,558	-1.9%	Shares	Sole	2023-07-14
2023-03-31	$2,748,857	10,760	+3.1%	Shares	Sole	2023-04-13
2022-12-31	$2,769,457	10,437	+4.1%	Shares	Sole	2023-01-12
2022-09-30	$1,879,835	10,029	+67.8%	Shares	Sole	2022-10-27
2022-06-30	$1,199,242	5,975	+32.1%	Shares	Sole	2022-07-13
2022-03-31	$1,364,498	4,523	+81.7%	Shares	Sole	2022-04-19
2021-12-31	$894,297	2,489	+489.8%	Shares	Sole	2022-01-12
2021-09-30	$419,531	422	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.