Perennial Investment Advisors, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1801523
Los Angeles, CA
Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,026,014
-$124,617 QoQ
Shares Held
2,580
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,136
of 2,223 holders
Holding Since
Mar 2020
26 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, 2026Perennial Investment Advisors, LLC holds $1,026,014 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
2,580 | $1,026,014 |
All Filings in ISRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,014 | 2,580 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,150,631 | 2,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,414,767 | 2,498 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,134,175 | 2,536 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,405,801 | 2,587 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,199,048 | 2,421 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,074,715 | 2,059 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,016,437 | 2,069 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $873,685 | 1,964 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $736,720 | 1,846 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $640,984 | 1,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $555,935 | 1,902 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $667,466 | 1,952 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $485,903 | 1,902 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $479,752 | 1,808 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $335,705 | 1,791 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $662,343 | 3,300 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $954,817 | 3,165 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,137,184 | 3,165 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,048,828 | 1,055 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $974,818 | 1,060 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $779,581 | 1,055 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $464,680 | 568 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $408,694 | 576 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $300,870 | 528 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $261,470 | 528 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||