Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,860
-$53,125 QoQ
Shares Held
60
-64.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,063
of 2,223 holders
Holding Since
Jun 2021
21 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, 2026Key Financial Inc holds $122,554 across 8 Medical Instruments & Supplies names. ISRG ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOLV |
Solventum Corp
|
728 | $56,164 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
60 | $23,860 | |
| 3 | BDX |
Becton Dickinson & Co
|
95 | $14,376 | |
| 4 | RMD |
Resmed Inc
|
55 | $10,718 | |
| 5 | ALC |
Alcon Inc
|
156 | $10,467 | |
| 6 | WRBY |
Warby Parker Inc.
|
200 | $6,068 | |
| 7 | ALGN |
Align Technology Inc
|
5 | $843 | |
| 8 | EMBC |
Embecta Corp.
|
18 | $58 |
All Filings in ISRG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,860 | 60 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $76,985 | 167 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $33,981 | 60 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $26,833 | 60 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $32,604 | 60 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $29,716 | 60 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $31,317 | 60 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $29,476 | 60 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $22,687 | 51 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $20,353 | 51 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $17,205 | 51 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $14,906 | 51 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $21,542 | 63 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $13,028 | 51 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $13,532 | 51 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $9,559 | 51 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $10,236 | 51 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $15,385 | 51 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $18,324 | 51 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $16,900 | 17 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $15,633 | 17 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||