Sound View Wealth Advisors Group, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1784777
SAVANNAH, GA
Position in ISRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$971,929
-$160,723 QoQ
Shares Held
2,444
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,154
of 2,223 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $1,197,414 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (81.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
2,444 | $971,929 | |
| 2 | ATR |
Aptargroup, Inc.
|
1,801 | $225,485 |
All Filings in ISRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,929 | 2,444 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,132,652 | 2,457 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,485,562 | 2,623 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,183,370 | 2,646 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,506,875 | 2,773 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,434,301 | 2,896 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,494,893 | 2,864 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,420,752 | 2,892 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,245,580 | 2,800 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,130,222 | 2,832 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $983,741 | 2,916 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $842,672 | 2,883 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $988,206 | 2,890 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $731,921 | 2,865 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $773,760 | 2,916 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $457,166 | 2,439 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $482,306 | 2,403 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $749,674 | 2,485 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $877,410 | 2,442 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $809,238 | 814 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $779,854 | 848 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $626,621 | 848 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $760,014 | 929 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $659,162 | 929 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $535,640 | 940 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $516,008 | 1,042 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||