Position in ISRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,695,303
-$1,763,996 QoQ
Shares Held
34,438
+2.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#446
of 2,223 holders
Holding Since
Dec 2021
19 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, 2026NewEdge Wealth, LLC holds $20,382,832 across 9 Medical Instruments & Supplies names. ISRG ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
34,438 | $13,695,303 | |
| 2 | COO |
Cooper Companies, Inc.
|
36,043 | $2,584,643 | |
| 3 | ALGN |
Align Technology Inc
|
9,833 | $1,658,433 | |
| 4 | BAX |
Baxter International Inc
|
43,244 | $921,962 | |
| 5 | TFX |
Teleflex Inc
|
4,186 | $530,617 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
963 | $345,717 | |
| 7 | BDX |
Becton Dickinson & Co
|
1,930 | $292,066 | |
| 8 | ALC |
Alcon Inc
|
3,241 | $217,471 |
All Filings in ISRG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,695,303 | 34,438 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,459,299 | 33,535 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,623,040 | 27,585 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,822,052 | 17,490 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,315,134 | 17,142 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,639,985 | 17,445 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,086,279 | 17,408 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,592,312 | 17,490 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,077,985 | 13,663 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,584,067 | 13,992 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,860,008 | 14,406 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,348,106 | 14,876 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,296,141 | 18,413 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,642,326 | 10,343 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,594,061 | 9,776 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $525,394 | 2,803 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,346,964 | 6,711 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,293,905 | 4,289 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $248,635 | 692 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||