Position in ISRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$309,395
+$36,950 QoQ
Shares Held
778
+31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,668
of 2,223 holders
Holding Since
Dec 2021
10 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, 2026Opal Wealth Advisors, LLC holds $309,395 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
778 | $309,395 |
All Filings in ISRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,395 | 778 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $272,445 | 591 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $340,382 | 601 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $262,524 | 587 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $304,853 | 561 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $228,319 | 461 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $267,243 | 512 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $239,248 | 487 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $187,281 | 421 | Shares | Sole | 2024-07-12 | |
| 2021-12-31 | $219,173 | 610 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||