Position in ISRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,339
-$3,029 QoQ
Shares Held
26
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,113
of 2,222 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $54,302 across 5 Medical Instruments & Supplies names. ISRG ranks #2 (19.0% of the industry book) .
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,339 | 26 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,368 | 29 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $14,159 | 25 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,286 | 23 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $13,585 | 25 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,877 | 26 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $13,049 | 25 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $14,738 | 30 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $11,121 | 25 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,784 | 17 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,060 | 15 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||