Position in ISRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,182,302
-$1,077,931 QoQ
Shares Held
2,973
-39.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,098
of 2,231 holders
Holding Since
Dec 2020
21 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, 2026Aaron Wealth Advisors LLC holds $3,910,466 across 7 Medical Instruments & Supplies names. ISRG ranks #1 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
2,973 | $1,182,302 | |
| 2 | NVST |
Envista Holdings Corp
|
29,243 | $770,553 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
1,617 | $580,503 | |
| 4 | RMD |
Resmed Inc
|
2,655 | $517,406 | |
| 5 | ATR |
Aptargroup, Inc.
|
3,399 | $425,554 | |
| 6 | BDX |
Becton Dickinson & Co
|
1,450 | $219,428 | |
| 7 | ALC |
Alcon Inc
|
3,200 | $214,720 |
All Filings in ISRG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,302 | 2,973 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,260,233 | 4,903 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,556,740 | 6,280 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,294,289 | 5,130 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,373,740 | 2,528 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,242,632 | 2,509 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,268,884 | 2,431 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,197,224 | 2,437 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $846,994 | 1,904 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $671,668 | 1,683 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $579,921 | 1,719 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $449,249 | 1,537 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $532,400 | 1,557 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $352,548 | 1,380 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $354,242 | 1,335 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $220,616 | 1,177 | Shares | Sole | 2022-10-21 | |
| 2022-03-31 | $788,000 | 237,723 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $338,101 | 941 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $264,443 | 266 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $224,392 | 244 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $206,161 | 252 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||