Position in ISRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$324,506
-$98,221 QoQ
Shares Held
816
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,631
of 2,223 holders
Holding Since
Sep 2024
8 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, 2026FSM Wealth Advisors, LLC holds $324,506 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
|
816 | $324,506 |
All Filings in ISRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,506 | 816 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $422,727 | 917 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $515,387 | 910 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $415,923 | 930 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $490,699 | 903 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $270,417 | 546 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $274,550 | 526 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $249,073 | 507 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||