Position in ISRG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,318,706
+$154,707 QoQ
Shares Held
3,316
+31.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,059
of 2,223 holders
Holding Since
Dec 2024
7 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, 2026SAX WEALTH ADVISORS, LLC holds $1,623,635 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (81.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
3,316 | $1,318,706 | |
| 2 | BDX |
Becton Dickinson & Co
|
2,015 | $304,929 |
All Filings in ISRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,318,706 | 3,316 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,163,999 | 2,525 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,430,059 | 2,525 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,136,858 | 2,542 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,334,614 | 2,456 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $382,348 | 772 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $328,312 | 629 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||