Position in ISRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,897,495
+$718,857 QoQ
Shares Held
7,286
+54.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#798
of 2,223 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Moran Wealth Management, LLC holds $11,342,816 across 3 Medical Instruments & Supplies names. ISRG ranks #2 (25.5% of the industry book) .
All Filings in ISRG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,897,495 | 7,286 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,178,638 | 4,726 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,834,064 | 5,004 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $1,597,952 | 3,573 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,345,483 | 2,476 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $851,368 | 1,719 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $928,044 | 1,778 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $859,231 | 1,749 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $626,348 | 1,408 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $415,851 | 1,042 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $244,923 | 726 | Shares | Sole | 2024-02-08 | |
| 2022-12-31 | $4,980,088 | 18,768 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||