SageView Advisory Group, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1914558
NEWPORT BEACH, CA
Position in ISRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,220,082
-$251,398 QoQ
Shares Held
3,068
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,089
of 2,223 holders
Holding Since
Jun 2023
13 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, 2026SageView Advisory Group, LLC holds $1,673,842 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
3,068 | $1,220,082 | |
| 2 | MMSI |
Merit Medical Systems Inc
|
6,544 | $453,760 |
All Filings in ISRG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,220,082 | 3,068 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,471,480 | 3,192 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,951,676 | 3,446 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,493,300 | 3,339 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,935,626 | 3,562 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,581,397 | 3,193 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,824,772 | 3,496 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,396,680 | 2,843 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,842,568 | 4,142 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $176,397 | 442 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,661,835 | 4,926 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $200,218 | 685 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $226,706 | 663 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||