Position in ISRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$304,225
-$257,260 QoQ
Shares Held
765
-37.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#293
of 438 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Fiduciary Alliance LLC holds $9,441,905 across 3 Medical Instruments & Supplies names. ISRG ranks #3 (3.2% of the industry book) .
All Filings in ISRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,225 | 765 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $561,485 | 1,218 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $494,998 | 874 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,095,719 | 4,686 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $8,212,011 | 15,112 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,887,719 | 13,907 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,522,934 | 12,497 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,591,409 | 9,346 | Shares | Sole | 2024-10-11 | |
| 2023-06-30 | $57,787 | 169 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $38,210 | 144 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||