Position in ISRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$377,000
-$67,394 QoQ
Shares Held
948
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,563
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, 2026KFG WEALTH MANAGEMENT, LLC holds $377,000 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
|
948 | $377,000 |
All Filings in ISRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,000 | 948 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $444,394 | 964 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $555,032 | 980 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $430,682 | 963 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $518,956 | 955 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $468,030 | 945 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||