Position in ISRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,068,963
-$65,533 QoQ
Shares Held
2,688
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,126
of 2,231 holders
Holding Since
Dec 2023
11 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, 2026Icon Wealth Advisors, LLC holds $1,068,963 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
|
2,688 | $1,068,963 |
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,963 | 2,688 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,134,496 | 2,461 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,658,119 | 6,459 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,366,734 | 3,056 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,423,734 | 2,620 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $890,000 | 1,797 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $944,747 | 1,810 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $886,742 | 1,805 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $801,619 | 1,802 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $195,554 | 490 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $135,281 | 401 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||