Position in ISRG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,424,489
-$518,122 QoQ
Shares Held
3,582
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,037
of 2,223 holders
Holding Since
Jun 2022
17 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, 2026Everhart Financial Group, Inc. holds $1,937,749 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (73.5% of the industry book) .
All Filings in ISRG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,424,489 | 3,582 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,942,611 | 4,214 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,348,694 | 4,147 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,363,604 | 3,049 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,849,224 | 3,403 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,620,028 | 3,271 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,668,184 | 3,196 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,496,408 | 3,046 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,191,308 | 2,678 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $920,301 | 2,306 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $658,189 | 1,951 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $423,820 | 1,450 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $428,792 | 1,254 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $271,053 | 1,061 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $315,501 | 1,189 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $269,163 | 1,436 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $228,809 | 1,140 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||