Position in ISRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,281,324
-$226,113 QoQ
Shares Held
3,222
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,076
of 2,231 holders
Holding Since
Sep 2023
12 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,281,324 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
|
3,222 | $1,281,324 |
All Filings in ISRG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,324 | 3,222 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,507,437 | 3,270 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,024,737 | 3,575 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $971,830 | 2,173 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,152,572 | 2,121 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,099,994 | 2,221 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $1,171,278 | 2,244 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,370,643 | 2,790 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,708,224 | 3,840 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,002,913 | 2,513 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,012,080 | 3,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $826,596 | 2,828 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||