Sovereign Investment Advisors, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1908165
PHOENIX, AZ
Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$215,940
-$11,328 QoQ
Shares Held
543
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,844
of 2,222 holders
Holding Since
Mar 2026
2 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, 2026Sovereign Investment Advisors, LLC holds $215,940 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
|
543 | $215,940 |
All Filings in ISRG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,940 | 543 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $227,268 | 493 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||