Heritage Family Offices, LLP
Family OfficePosition in ISRG — Intuitive Surgical Inc
CIK 2019316
SCOTTSDALE, AZ
Position in ISRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$352,344
New position
Shares Held
886
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,600
of 2,223 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Heritage Family Offices, LLP holds $352,344 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
|
886 | $352,344 |
All Filings in ISRG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,344 | 886 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||