Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,235,591
-$93,443 QoQ
Shares Held
3,107
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,088
of 2,231 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, 2026Lifeworks Advisors, LLC holds $1,462,586 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (84.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
3,107 | $1,235,591 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,500 | $226,995 |
All Filings in ISRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,235,591 | 3,107 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,329,034 | 2,883 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,650,939 | 2,915 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,131,044 | 2,529 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,130,292 | 2,080 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,008,864 | 2,037 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $222,354 | 426 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||