Position in ISRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$68,400
-$13,656 QoQ
Shares Held
172
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,986
of 2,223 holders
Holding Since
Sep 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, 2026Bell Investment Advisors, Inc holds $246,868 across 20 Medical Instruments & Supplies names. ISRG ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
172 | $68,400 | |
| 2 | SOLV |
Solventum Corp
|
799 | $61,642 | |
| 3 | BDX |
Becton Dickinson & Co
|
189 | $28,601 | |
| 4 | RMD |
Resmed Inc
|
134 | $26,113 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
52 | $18,668 | |
| 6 | COO |
Cooper Companies, Inc.
|
212 | $15,202 | |
| 7 | MMSI |
Merit Medical Systems Inc
|
144 | $9,984 | |
| 8 | ALC |
Alcon Inc
|
53 | $3,556 |
All Filings in ISRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,400 | 172 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $82,056 | 178 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $103,643 | 183 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $63,953 | 143 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $104,878 | 193 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $82,710 | 167 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $88,733 | 170 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $86,954 | 177 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $72,065 | 162 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $63,056 | 158 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $50,604 | 150 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,166 | 134 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $44,794 | 131 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $23,503 | 92 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $39,006 | 147 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $20,618 | 110 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,863 | 89 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $32,696 | 91 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,830 | 29 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||