Position in ISRG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$416,734
-$104,317 QoQ
Shares Held
904
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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 Mar 31, 2026Optimize Financial Inc holds $2,079,269 across 5 Medical Instruments & Supplies names. ISRG ranks #4 (20.0% of the industry book) .
All Filings in ISRG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $416,734 | 904 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $521,051 | 920 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $406,084 | 908 | Shares | Sole | 2025-11-05 | |
| 2024-12-31 | $241,145 | 462 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||