Envestnet Portfolio Solutions, Inc.

Position in ISRG — Intuitive Surgical Inc

CIK 1998033 BERWYN, PA

Position in ISRG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$12,656,563

-$1,440,972 QoQ

Shares Held

31,826

+4.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#459

of 2,223 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $19,830,342 across 9 Medical Instruments & Supplies names. ISRG ranks #1 (63.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	31,826	$12,656,563
2	BDX	Becton Dickinson & Co	12,031	$1,820,651
3	RGEN	Repligen Corp	10,251	$1,398,646
4	NVST	Envista Holdings Corp	51,873	$1,366,853
5	WST	West Pharmaceutical Services Inc	1,886	$677,074
6	XRAY	DENTSPLY SIRONA Inc.	60,828	$645,385
7	COO	Cooper Companies, Inc.	7,052	$505,698
8	MDLN	Medline Inc.	12,705	$501,085

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,656,563	31,826	+4.1%	Shares	Sole	2026-07-20
2026-03-31	$14,097,535	30,581	-34.7%	Shares	Sole	2026-04-29
2025-12-31	$26,516,975	46,820	+7.9%	Shares	Sole	2026-02-06
2025-09-30	$19,397,706	43,373	+6.4%	Shares	Sole	2025-10-30
2025-06-30	$22,146,674	40,755	+25.8%	Shares	Sole	2025-07-25
2025-03-31	$16,046,748	32,400	-15.5%	Shares	Sole	2025-04-21
2024-12-31	$20,011,946	38,340	-3.8%	Shares	Sole	2025-02-10
2024-09-30	$19,587,917	39,872	-3.1%	Shares	Sole	2024-10-31
2024-06-30	$18,298,015	41,133	-3.9%	Shares	Sole	2024-07-16
2024-03-31	$17,082,648	42,804	+16.1%	Shares	Sole	2024-05-06
2023-12-31	$12,436,101	36,863	+13.4%	Shares	Sole	2024-02-07
2023-09-30	$9,501,471	32,507	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.