Position in ISRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,792,276
-$308,230 QoQ
Shares Held
9,536
+7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#724
of 2,223 holders
Holding Since
Sep 2025
4 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, 2026Roberts Wealth Advisors, LLC holds $3,792,276 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
|
9,536 | $3,792,276 |
All Filings in ISRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,792,276 | 9,536 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,100,506 | 8,895 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,765,353 | 8,414 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,645,818 | 8,152 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||