Position in ISRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,158
-$1,139 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,138
of 2,223 holders
Holding Since
Mar 2023
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, 2026Morton Brown Family Wealth, LLC holds $17,557 across 3 Medical Instruments & Supplies names. ISRG ranks #2 (40.8% of the industry book) .
All Filings in ISRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,158 | 18 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,297 | 18 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,194 | 18 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $4,347 | 8 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,962 | 8 | Shares | Sole | 2025-04-25 | |
| 2023-03-31 | $1,021 | 4 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||