Position in ISRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$240,198
-$65,438 QoQ
Shares Held
604
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,788
of 2,223 holders
Holding Since
Jun 2024
9 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, 2026Beaumont Financial Advisors, LLC holds $240,198 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
|
604 | $240,198 |
All Filings in ISRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,198 | 604 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $305,636 | 663 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $368,134 | 650 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $273,257 | 611 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $336,914 | 620 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $335,793 | 678 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $353,888 | 678 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $264,303 | 538 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $236,660 | 532 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||