Position in ISRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$284,738
-$40,259 QoQ
Shares Held
716
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,713
of 2,231 holders
Holding Since
Mar 2024
10 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, 2026Morling Financial Advisors, LLC holds $284,738 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
|
716 | $284,738 |
All Filings in ISRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,738 | 716 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $324,997 | 705 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $403,248 | 712 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $315,297 | 705 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $399,949 | 736 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $379,872 | 767 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $344,493 | 660 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $304,587 | 620 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $273,582 | 615 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $210,320 | 527 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||