Position in ISRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,693,719
-$294,530 QoQ
Shares Held
4,259
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#969
of 2,235 holders
Holding Since
Sep 2024
8 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, 2026Root Financial Partners, LLC holds $1,693,719 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
|
4,259 | $1,693,719 |
All Filings in ISRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,693,719 | 4,259 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,988,249 | 4,313 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,540,499 | 2,720 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,307,700 | 2,924 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,626,969 | 2,994 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,464,513 | 2,957 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,894,714 | 3,630 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,723,866 | 3,509 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||