Position in ISRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$25,849
-$52,519 QoQ
Shares Held
65
-61.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,062
of 2,223 holders
Holding Since
Sep 2021
17 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, 2026Physician Wealth Advisors, Inc. holds $319,397 across 19 Medical Instruments & Supplies names. ISRG ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
1,280 | $193,702 | |
| 2 | ALC |
Alcon Inc
|
547 | $36,703 | |
| 3 | ISRG |
Intuitive Surgical Inc
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|
65 | $25,849 | |
| 4 | COO |
Cooper Companies, Inc.
|
175 | $12,549 | |
| 5 | SOLV |
Solventum Corp
|
149 | $11,495 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
22 | $7,898 | |
| 7 | RMD |
Resmed Inc
|
28 | $5,456 | |
| 8 | AVTR |
Avantor, Inc.
|
471 | $4,662 |
All Filings in ISRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,849 | 65 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $78,368 | 170 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $100,812 | 178 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $391,326 | 875 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $436,901 | 804 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $371,452 | 750 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $411,826 | 789 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $386,138 | 786 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $366,556 | 824 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $338,827 | 849 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $286,418 | 849 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $248,738 | 851 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $290,990 | 851 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $232,222 | 909 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $241,203 | 909 | Shares | Sole | 2023-01-25 | |
| 2021-12-31 | $249,713 | 695 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $690,934 | 695 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||