Position in ISRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$893,398
-$173,624 QoQ
Shares Held
1,938
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Brown Financial Advisors holds $1,162,953 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (76.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
1,938 | $893,398 | |
| 2 | COO |
Cooper Companies, Inc.
|
3,770 | $269,555 |
All Filings in ISRG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $893,398 | 1,938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,067,022 | 1,884 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||