OneAscent Wealth Management LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1844707 BIRMINGHAM, AL

Position in ISRG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$491,930

-$140,548 QoQ

Shares Held

1,237

-9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#1,443

of 2,223 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

OneAscent Wealth Management LLC holds $491,930 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	1,237	$491,930

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,930	1,237	-9.8%	Shares	Sole	2026-08-11
2026-03-31	$632,478	1,372	-4.5%	Shares	Sole	2026-04-21
2025-12-31	$813,859	1,437	-3.2%	Shares	Sole	2026-02-11
2025-09-30	$663,689	1,484	-7.1%	Shares	Sole	2025-10-31
2025-06-30	$868,369	1,598	-0.1%	Shares	Sole	2025-08-06
2025-03-31	$792,432	1,600	0.0%	Shares	Sole	2025-05-05
2024-12-31	$835,136	1,600	-3.0%	Shares	Sole	2025-02-12
2024-09-30	$810,104	1,649	-11.5%	Shares	Sole	2024-11-07
2024-06-30	$829,200	1,864	-2.2%	Shares	Sole	2024-07-17
2024-03-31	$760,665	1,906	-17.2%	Shares	Sole	2024-04-16
2023-12-31	$776,940	2,303	+2.0%	Shares	Sole	2024-01-11
2023-09-30	$659,698	2,257	-6.4%	Shares	Sole	2023-10-13
2023-06-30	$824,759	2,412	-12.4%	Shares	Sole	2023-07-10
2023-03-31	$703,308	2,753	+1.4%	Shares	Sole	2023-04-17
2022-12-31	$720,159	2,714	-15.8%	Shares	Sole	2023-01-12
2022-09-30	$604,306	3,224	-1.4%	Shares	Sole	2022-11-02
2022-06-30	$656,120	3,269	—	Shares	Sole	2022-08-08
No filing history on record for this holder in this stock.