Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$383,761
-$31,590 QoQ
Shares Held
965
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,552
of 2,223 holders
Holding Since
Jun 2025
5 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, 2026Aprio Wealth Management, LLC holds $2,686,189 across 2 Medical Instruments & Supplies names. ISRG ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATR |
Aptargroup, Inc.
|
18,390 | $2,302,428 | |
| 2 | ISRG |
Intuitive Surgical Inc
This page
|
965 | $383,761 |
All Filings in ISRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,761 | 965 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $415,351 | 901 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $527,281 | 931 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $239,268 | 535 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $339,087 | 624 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||