Position in ISRG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$467,274
-$74,389 QoQ
Shares Held
1,175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.98%
of 13F equity value
Holder Rank
#1,474
of 2,223 holders
Holding Since
Mar 2025
6 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, 2026OLIO Financial Planning holds $467,274 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
|
1,175 | $467,274 |
All Filings in ISRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,274 | 1,175 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $541,663 | 1,175 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $665,473 | 1,175 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $525,495 | 1,175 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $638,506 | 1,175 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $581,942 | 1,175 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||