GoalVest Advisory LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1839307 NEW YORK, NY

Position in ISRG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$44,937

-$39,424 QoQ

Shares Held

113

-38.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,017

of 2,223 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

GoalVest Advisory LLC holds $49,174 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	113	$44,937
2	BDX	Becton Dickinson & Co	28	$4,237

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,937	113	-38.3%	Shares	Sole	2026-07-09
2026-03-31	$84,361	183	0.0%	Shares	Sole	2026-04-13
2025-12-31	$103,643	183	+47.6%	Shares	Sole	2026-01-05
2025-09-30	$55,456	124	-96.1%	Shares	Sole	2025-10-22
2025-06-30	$1,719,349	3,164	+6.8%	Shares	Sole	2025-08-01
2025-03-31	$1,467,485	2,963	+2308.9%	Shares	Sole	2025-04-07
2024-12-31	$64,201	123	0.0%	Shares	Sole	2025-01-17
2024-09-30	$60,426	123	0.0%	Shares	Sole	2024-11-06
2024-06-30	$54,716	123	-8.2%	Shares	Sole	2024-07-30
2024-03-31	$53,478	134	+8.9%	Shares	Sole	2024-04-15
2023-12-31	$41,495	123	0.0%	Shares	Sole	2024-01-02
2023-09-30	$35,951	123	0.0%	Shares	Sole	2023-10-10
2023-06-30	$42,058	123	0.0%	Shares	Sole	2023-07-17
2023-03-31	$31,422	123	0.0%	Shares	Sole	2023-04-03
2022-12-31	$32,638	123	0.0%	Shares	Sole	2023-01-06
2022-09-30	$23,055	123	-5.4%	Shares	Sole	2022-10-11
2022-06-30	$26,092	130	-92.7%	Shares	Sole	2022-07-06
2022-03-31	$536,085	1,777	+127.2%	Shares	Sole	2022-05-03
2021-06-30	$719,158	782	-22.7%	Shares	Sole	2021-09-01
2021-03-31	$747,068	1,011	+14.4%	Shares	Sole	2021-05-13
2020-12-31	$723,200	884	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.