Position in ISRG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$327,290
+$216,377 QoQ
Shares Held
823
+231.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,629
of 2,223 holders
Holding Since
Dec 2022
4 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, 2026Grey Fox Wealth Advisors, LLC holds $327,290 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
|
823 | $327,290 |
All Filings in ISRG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,290 | 823 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $110,913 | 248 | Shares | Sole | 2025-10-29 | |
| 2023-03-31 | $23,503 | 92 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $19,635 | 74 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||