Position in ISRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,812,055
+$374,545 QoQ
Shares Held
32,217
+19.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#460
of 2,231 holders
Holding Since
Mar 2020
24 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, 2026Arkadios Wealth Advisors holds $18,339,905 across 8 Medical Instruments & Supplies names. ISRG ranks #1 (69.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
32,217 | $12,812,055 | |
| 2 | BAX |
Baxter International Inc
|
106,358 | $2,267,551 | |
| 3 | XRAY |
DENTSPLY SIRONA Inc.
|
94,000 | $997,339 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
1,849 | $663,791 | |
| 5 | MDLN |
Medline Inc.
|
16,266 | $641,530 | |
| 6 | SOLV |
Solventum Corp
|
4,990 | $384,978 | |
| 7 | BDX |
Becton Dickinson & Co
|
2,147 | $324,904 | |
| 8 | COO |
Cooper Companies, Inc.
|
3,455 | $247,757 |
All Filings in ISRG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,812,055 | 32,217 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,437,510 | 26,980 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $11,744,040 | 20,736 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,519,730 | 19,050 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,497,176 | 17,477 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,000,590 | 16,154 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,585,644 | 14,533 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,535,856 | 13,304 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $685,513 | 1,541 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $616,194 | 1,544 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $531,342 | 1,575 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $385,238 | 1,318 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $346,043 | 1,012 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $261,601 | 1,024 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $286,843 | 1,081 | Shares | Sole | 2023-01-11 | |
| 2022-03-31 | $249,187 | 826 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $321,932 | 896 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $302,221 | 304 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $303,481 | 330 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $140,398 | 190 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $136,622 | 167 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $103,592 | 146 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $85,474 | 150 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $77,747 | 157 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||