Position in ISRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,430,344
-$4,713,207 QoQ
Shares Held
56,403
-4.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#351
of 2,222 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 55%
Shared 0%
None 44%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Pathstone Holdings, LLC holds $58,916,398 across 21 Medical Instruments & Supplies names. ISRG ranks #1 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
56,403 | $22,430,344 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
24,202 | $8,688,518 | |
| 3 | BDX |
Becton Dickinson & Co
|
29,094 | $4,402,794 | |
| 4 | RGEN |
Repligen Corp
|
22,296 | $3,042,065 | |
| 5 | RMD |
Resmed Inc
|
14,797 | $2,883,638 | |
| 6 | NVST |
Envista Holdings Corp
|
96,377 | $2,539,533 | |
| 7 | MMSI |
Merit Medical Systems Inc
|
34,253 | $2,375,102 | |
| 8 | COO |
Cooper Companies, Inc.
|
25,270 | $1,812,110 |
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,430,344 | 56,403 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $27,143,551 | 58,881 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $30,508,113 | 53,867 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $21,658,006 | 48,427 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $27,788,899 | 51,138 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,301,907 | 49,068 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,168,388 | 48,219 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $24,036,857 | 48,928 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,219,343 | 47,700 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,920,457 | 47,409 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,647,495 | 43,418 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||