Avion Wealth

Position in ISRG — Intuitive Surgical Inc

CIK 1792704 THE WOODLANDS, TX

Position in ISRG

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$307,019

-$76,406 QoQ

Shares Held

666

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Avion Wealth holds $359,746 across 18 Medical Instruments & Supplies names. ISRG ranks #1 (85.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	666	$307,019
2	RMD	Resmed Inc	47	$10,550
3	HOLX	HOLOGIC INC	90	$6,803
4	RGEN	Repligen Corp	54	$6,362
5	BDX	Becton Dickinson & Co	30	$4,716
6	MDLN	Medline Inc.	89	$3,960
7	MBOT	Microbot Medical Inc.	1,500	$3,615
8	SOLV	Solventum Corp	54	$3,526

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$307,019	666	-1.6%	Shares	Sole	2026-05-01
2025-12-31	$383,425	677	-29.8%	Shares	Sole	2026-01-23
2025-09-30	$431,129	964	-2.0%	Shares	Sole	2025-10-24
2025-06-30	$534,715	984	+2.3%	Shares	Sole	2025-07-31
2025-03-31	$476,449	962	0.0%	Shares	Sole	2025-05-09
2024-12-31	$502,125	962	+2.9%	Shares	Sole	2025-01-29
2024-09-30	$459,337	935	+0.8%	Shares	Sole	2024-10-18
2024-06-30	$412,820	928	+0.9%	Shares	Sole	2024-07-26
2024-03-31	$367,162	920	+0.4%	Shares	Sole	2024-05-03
2023-12-31	$309,021	916	-0.3%	Shares	Sole	2024-01-26
2023-09-30	$268,613	919	+0.1%	Shares	Sole	2023-10-20
2023-06-30	$313,900	918	+1.5%	Shares	Sole	2023-07-14
2023-03-31	$230,944	904	+0.4%	Shares	Sole	2023-05-05
2022-12-31	$238,815	900	0.0%	Shares	Sole	2023-01-30
2022-09-30	$168,696	900	-2.4%	Shares	Sole	2022-10-31
2022-06-30	$185,054	922	+2.4%	Shares	Sole	2022-08-11
2022-03-31	$271,512	900	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.