CBIZ Investment Advisory Services, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1795934
INDEPENDENCE, OH
Position in ISRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,146
-$1,456 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,126
of 2,231 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $20,253 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (45.2% of the industry book) .
All Filings in ISRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,146 | 23 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,602 | 23 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $74,193 | 131 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $42,934 | 96 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $61,948 | 114 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $40,612 | 82 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $28,707 | 55 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,019 | 55 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,466 | 55 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $27,936 | 70 | Shares | Sole | 2024-05-13 | |
| 2020-03-31 | $5,447 | 11 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||