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Everhart Financial Group, Inc.

Position in ISRG — Intuitive Surgical Inc

CIK 1852858 Dublin, OH

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, 2026

Everhart Financial Group, Inc. holds $1,937,749 across 3 Medical Instruments & Supplies names. ISRG ranks #1 (73.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ISRG
Intuitive Surgical Inc
This page
3,582 $1,424,489

All Filings in ISRG

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,424,489 3,582
2026-03-31 $1,942,611 4,214
2025-12-31 $2,348,694 4,147
2025-09-30 $1,363,604 3,049
2025-06-30 $1,849,224 3,403
2025-03-31 $1,620,028 3,271
2024-12-31 $1,668,184 3,196
2024-09-30 $1,496,408 3,046
2024-06-30 $1,191,308 2,678
2024-03-31 $920,301 2,306
2023-12-31 $658,189 1,951
2023-09-30 $423,820 1,450
2023-06-30 $428,792 1,254
2023-03-31 $271,053 1,061
2022-12-31 $315,501 1,189
2022-09-30 $269,163 1,436
2022-06-30 $228,809 1,140