Position in ISRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,502,435
+$8,367 QoQ
Shares Held
3,778
+16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,012
of 2,223 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Naviter Wealth, LLC holds $1,502,435 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
|
3,778 | $1,502,435 |
All Filings in ISRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,502,435 | 3,778 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,494,068 | 3,241 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,722,300 | 3,041 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,510,295 | 3,377 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,832,921 | 3,373 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,801,792 | 3,638 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,876,446 | 3,595 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $246,617 | 502 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $223,314 | 502 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $200,343 | 502 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||