Position in ISRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$792,576
-$105,432 QoQ
Shares Held
1,993
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,240
of 2,223 holders
Holding Since
Sep 2022
16 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, 2026Allegheny Financial Group holds $1,240,076 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (63.9% of the industry book) .
All Filings in ISRG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,576 | 1,993 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $898,008 | 1,948 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,094,773 | 1,933 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $903,851 | 2,021 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,102,578 | 2,029 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,003,912 | 2,027 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,089,330 | 2,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,025,280 | 2,087 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $928,401 | 2,087 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $830,506 | 2,081 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $828,893 | 2,457 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $718,156 | 2,457 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $832,965 | 2,436 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $625,390 | 2,448 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $649,576 | 2,448 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $458,853 | 2,448 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||