Position in ISRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$489,146
-$86,169 QoQ
Shares Held
1,230
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,450
of 2,222 holders
Holding Since
Dec 2022
15 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, 2026Kapstone Financial Advisors LLC holds $489,146 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
|
1,230 | $489,146 |
All Filings in ISRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,146 | 1,230 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $575,315 | 1,248 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $706,817 | 1,248 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $558,143 | 1,248 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $609,706 | 1,122 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $555,692 | 1,122 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $585,639 | 1,122 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $551,204 | 1,122 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $499,121 | 1,122 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $447,778 | 1,122 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $378,517 | 1,122 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $327,949 | 1,122 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $383,656 | 1,122 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $298,133 | 1,167 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $309,663 | 1,167 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||