Position in ISRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$400,463
-$71,129 QoQ
Shares Held
1,007
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,536
of 2,223 holders
Holding Since
Jun 2025
5 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, 2026Avid Wealth Partners LLC holds $400,463 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
|
1,007 | $400,463 |
All Filings in ISRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,463 | 1,007 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $471,592 | 1,023 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $462,149 | 816 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $333,633 | 746 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $432,554 | 796 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||